Client
resources
Here are a few resources to help ease your journey. However, please don’t hesitate to contact your advisor for whatever you need.
That’s what Summit is here for.
Investment Presentation
College Planning Checklist
Ensuring Your Assets Are Safe
Market Returns During Election Years
Letter of Instruction
Fraud Protection Tips
Account Custodian Access
For our Wealth Management clients
Confidential Questionnaire
Personal and Family Information
Cash Flow Worksheet
Data Gathering Checklist
Instructions In The Event Of Incapacity
For our Investment Advisory clients
2020 Virtual Event with Apollo Lupesco, PhD
Historical Perspective
Election Impact on the Market
Behavioral Investing
Climate Crisis Impact on Investing
Fiscal Stimulus Impact on the Market and the Economy