We offer three service lines designed to meet our clients’ goals and help them move from Now to Next®.
(1 per year)
(2 per year)
(Up to 4 per year)
If our Wealth Management and Investment Advisory services aren’t the right financial fit for you, eSummit could be a great starting point.
Our eSummit services give you the advantage of our decades of expertise using a streamlined Robo advisor.
Our eSummit services include risk assessment and diversification in investment vehicles.
Investment Advisory Services
We offer our clients a disciplined investment strategy, regular rebalancing, and a customizable investment mix tailored to meet their individual goals.
We want to understand how much movement in the market causes discomfort to our clients and how much risk is necessary to meet their life’s goals. Our first meeting together will focus on data gathering and portfolio development. Once we agree on a blueprint for the portfolio, Summit will manage the assets ongoing within the framework established, reviewing the strategy and investment mix regularly.
Our Investment Advisory services include asset allocation and portfolio development, portfolio implementation, tax managed rebalancing, account consolidation, and investment recommendations and performance reviews.
Wealth Management Services
Our Wealth Management Services build a comprehensive, dynamic plan around your goals that continues to evolve as you move closer to achieving your goals. Typically, we meet six times during our first year together. We’ll meet as often as quarterly to review investments and periodically revisit planning topics going forward. Following our first data gathering meeting, we begin to implement your financial plan based on your prioritized goals.
Our Wealth Management Services include data verification and cash flow review, retirement planning, asset allocation and portfolio development, portfolio implementation, account consolidation, investment recommendations and performance reviews, college funding, tax planning, estate planning, tax managed rebalancing and insurance needs and policy reviews.
Please Note: The scope of the services to be provided depends upon the terms of the engagement.