Broker Check

Your Advisor and Accountant Under One Roof

Uniquely Positioned

At Summit, because we have both a wealth management firm and a tax and accounting practice, we are positioned to give business owners a leg up. We have the ability to offer something very unique in our industry -- financial and business planning from all angles. Check out the following video for more information. 

We Provide:

Business Financial

  • Group retirement plan advisory
  • Risk management
  • Operating planning
  • Succession planning
  • Business valuations

Business Tax and Accounting

  • Tax planning & strategy
  • Bookkeeping
  • Tax preparation
  • Payroll
  • Financial statement compilation, analysis and projection

Personal Financial Services

  • Retirement Planning
  • Investment Management
  • Cash Flow Strategy
  • Risk Management
  • Tax Planning
  • Estate Planning
  • Lifestyle Coaching
  • College Planning

Our Team

Our team consists of financial planners, advisors, accountants, CPAs, CERTIFIED FINANCIAL PLANNERS™, tax experts, administrative professionals and bookkeepers all working together to benefit you. 

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Our Approach

Our service-based approach to financial services is the reason why so many have decided to place their trust in us. We are focused on providing you with an exceptional client experience.

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Our Commitment

We will help you and your business navigate the path to a better, more secure future, with an unwavering commitment to excellence.

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