Our investment philosophy
During our meetings together to review your financial plan, we’ll create a personal Investment Policy Statement that will help your team build a customized, long-term strategy.
Your portfolio will include a mix of thoughtfully selected investments designed for the long-term, rather than timed to the market.
And, because we are a fee-only firm and do not accept commissions from the products we recommend, you can be absolutely sure that our recommendations are based on your best interests alone.
If you’d like to look a bit deeper at how we think and approach investments and long-term wealth management, walk with us below.
Welcome to Summit
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