Your future.

Guiding clients to pursue their lifetime goals with financial confidence.

Your story, your dreams,

Your future.

Guiding clients to pursue their lifetime goals with financial confidence.

Your story, your dreams,

Your future.

Guiding clients to pursue their lifetime goals with financial confidence.

Your story, your dreams,

Your future.

Guiding clients to pursue their lifetime goals with financial confidence.

Your story, your dreams,

Your story, your dreams,
Your future.

Guiding clients to pursue their lifetime goals with financial confidence.

Trust • Guidance • Commitment

Finances should not be overwhelming or confusing

We’ll help you navigate the entire process, start to finish. Together, we've got this.

Our Services

For over two decades, Summit Wealth has offered holistic wealth solutions to individuals and families across the nation. Our personalized service and thoughtful advice has enabled us to become trusted members of our clients’ professional team. Through a confidential advisory relationship, we strive to bring you understanding and guide you towards making wise financial choices.

Financial PlanningLearn More

Whether your goal is to prepare for your financial future or simplify your overall finances, Summit Wealth can offer the clarity and guidance you need to pursue those goals. Together, we’ll design a personalized and comprehensive plan to ensure you stay on track and progress towards success.

Planning for Life EventsLearn More

Major life events often have an impact on your finances. Through support and collaboration, we will work with you to develop a solution that aligns with your unique financial situation while guiding you through these transitions with confidence.

Wealth ManagementLearn More

As fiduciary advisors, the prudent management of your wealth is our top priority. Our independent status gives us access to thousands of investments, allowing us to create comprehensive portfolios designed to help you pursue your financial goals.

Confidence comes from attention to detail.

Weʼve been at this a long time and weʼve got your best interest at heart. Your success is our success. We strive to deliver an unparalleled experience so that you can live confidently.

Our ProcessLearn how we do it

Who We Serve

Our clients tend to be busy individuals who look to maximize the value of their time. They appreciate the peace of mind that comes from having the support of a trusted advisor, allowing them to keep their focus on the most important passions in their lives, such as business, family, philanthropy or leisure.

Our mission at Summit Wealth is to guide our clients to achieve their lifetime ambitions through a trusted, professional advisory relationship. Seeing our clients live their best lives is incredibly fulfilling—it’s why we do what we do.

A joyful elderly couple embraces, smiling warmly at the camera with a blurred natural background.

Pre-RetireesLearn More

Your confidence to retire is crucial and you deserve clarity. We’ll help you protect what you’ve saved over the years and help determine your best options for lifetime income.

ProfessionalsLearn More

Whether you are an entrepreneur or a corporate executive, no two businesses are the same. The intricacies that come along with being a professional in today’s world can be complex.

Two hands clasped together, one aged and wrinkled, the other younger and smoother, symbolizing connection and support.

Those In TransitionLearn More

Some of the most important decisions around money happen when there is an inheritance, a change in marital status, the loss of a spouse, or a health issue.

Independent WomenLearn More

Many women seek financial support during times of change. Whether you are divorced, widowed, or approaching a major life event, we are here to serve and create solutions for your unique financial circumstances as an independent woman.

Multigenerational FamiliesLearn More

In addition to strategizing on the flow of your personal wealth during your lifetime, we expand our assistance to help your children, grandchildren and the generations that follow.

The Next GenerationLearn More

We are proud to say we help our clients’ children, grandchildren, and great-grandchildren! If someone is important to you, they are important to us.

Did You Know?

Common questions and misunderstandings about financial advice

Common misconceptions we hear most often — so you can make good decisions from a clear picture.

The Myth Holding your vested company stock is a way to defer taxes.

The Reality

RSUs are taxed as ordinary income at vesting — holding afterward is a separate investment decision, not a tax-deferral strategy. Knowing the difference prevents costly surprises.

The Myth Estate planning is only for the wealthy.

The Reality

Estate planning is about control and care, not size. Titling, beneficiaries, and a few core documents matter for nearly every family that wants to protect the people they love.

The Myth A robo-advisor does the same thing as a human advisor for less.

The Reality

A robo-advisor applies a standardized algorithm to broad categories. Real planning starts from your specific goals, integrates tax and estate and life transitions, and stays accessible as life changes.

The Myth Claiming Social Security as early as possible is usually the smart move.

The Reality

Earlier isn’t automatically better. The right claiming age depends on your full retirement age, health, spousal benefits, and income needs — it’s a modeling decision, not a default.

The Myth The best time to do tax planning is at tax time.

The Reality

By April, most of the year’s tax-saving decisions are already locked in. The highest-leverage tax planning happens in advance — especially in the years surrounding retirement.

The Myth Once your retirement plan is built, it’s basically finished.

The Reality

A plan is a living document. As markets, family, and career change, the plan is reviewed and updated so it keeps pace with your life.

The Myth Being affiliated with a larger firm means an advisor isn’t independent.

The Reality

Summit Wealth is an independent, SEC-registered investment adviser. Our affiliation with LPL Financial adds institutional infrastructure and access to thousands of solutions while we stay free to recommend what’s best for you.

The Myth Every financial advisor is required to act in your best interest.

The Reality

Not every advisor is. As a fiduciary, Summit Wealth is obligated to put your interests ahead of our own — a standard not all advisors are held to.

The Myth You need a large portfolio before financial planning is worth it.

The Reality

Planning adds the most value before the money is fully in motion. There is no asset minimum to begin a financial plan — the right time is whenever you’re ready to bring structure to your finances.

The Myth A financial advisor is mainly someone who picks investments.

The Reality

Investment selection is one piece. A fiduciary advisor coordinates cash flow, tax, insurance, estate, and retirement into a single plan — the portfolio is just one part of a much larger picture.

Let's Talk!

We invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.