Summit's Wealth Management and Investment Advisory Services
In a world that is becoming less personal, Summit is bucking the trend. Our business is not about us: it is about you. We get to know your needs and desires, and work with you to build a plan to realize them.
A key tenet of our business strategy is a low ratio of clients to professional staff. We've committed to no more than 40 Wealth Management clients per Advisor to make sure that you have the attention you deserve. Our long-term business plan includes a clear succession strategy, so you can rest assured that Summit will be here for you and your family.
As your partner in sound decisions, we work with you to understand your unique situation. We take the time to learn everything about your financial goals and history and build a comprehensive, dynamic plan. Your long-term plan will not be put on the shelf, but continue to evolve. Typically, we meet six times during our first year together, and then quarterly each year thereafter.