who we are
We are an independent wealth management firm offering our clients dedicated advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to meet the changing needs of successful individuals, families, and business owners.
What we Do
At Summit, we have a clear and well-defined process to help you pursue your financial goals. This time-tested process helps our advisors get to know you, your dreams and your desires to produce a customized trail map toward reaching your goals.