There’s a reason we’ll meet with you more often than the average firm: we want to be your financial partners for a lifetime. That’s also why we add more brains to the mix than typical financial planning firms. In fact, your advisor is backed by a team of professionals, all working behind the scenes to help move you from now to next.
A key part of our business strategy is a low ratio of clients to advisors. We have purposefully balanced the number of clients with which each advisor can work and our long-term business plan includes a clear succession strategy. Rest assured, Summit will be here for you and your family.
Click on the photos below to get a closer look inside Summit and learn more about your team.