Mapping Your
Now to Next.

What we get to do for you—is weighty.
A privilege we embrace.

Your team

We’re real first. Refined second.
We’re servers. Not sellers.
We think “Smart” is cool.
And we respect our opportunity.


The advantages
we bring you

Care, culture, and character
are musts to us.

But we think you’ll also find that the specific way we do business can be advantageous for you.

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Where we’re going together

What we get to do for you—is weighty.

We’re mapping futures and retirements and legacies.
And the joy, pride and peace that come with it.

A Quick Hello from Summit

A Tour of Our New Easton Office

Learn more about Summit Financial