Financial services is more than a profession, it is our calling. Each of our staff is driven by the deeply held conviction that, at Summit, we are not simply providing financial advice, we are guiding people towards reaching the life they desire.
Our focus is to help you define what fulfillment looks like to you, along with providing you with the tools to help you seek and achieve it.
Our customized, holistic financial planning and wealth management is your guide to reaching your fullest potential.
Who We Serve
We serve individuals, families, and business owners who have motivation, self-discipline, and a desire to follow the guidance of a financial expert.
In our industry, we often see firms only accepting clients with a minimum net worth. Our planning-first approach means we are structured to meet clients wherever they are at in their financial journey.
Our Client Relationships
Our longtime clients often develop into close personal friendships as well. Many of our clients frequent the same golf courses as we do, serve on the same boards, attend the same church. We also host client events throughout the year to spend time with our clients in a less formal setting.
We find great fulfillment in the relationship aspect of our work. We find that knowing you on a personal level only increases our ability to provide advice tailored to the needs of you and your loved ones.
Focus on investment products
Focus on financial guidance and life coaching
Target clients with a minimum net worth
Target clients with a certain mentality
Speak in financial terms
Educate our clients / make it easy to understand
Driven by dollars
Driven by purpose
Two advisors to one support staff
Two support staff to one advisor
List of services is limited
Tax and accounting in addition to wealth management
Consulting available for clients only
Consulting available for non-clients
Advisor role typically covers everything within the firm other than administrative work.
Our advisors outsource work to subject-matter-experts within Summit.
Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential. Click the link below to learn more about who we work with.