Our Core Values
At Summit Wealth, our values shape the way we build relationships with our clients and our community.We strive to provide our clients with financial clarity and confidence, prioritizing their needs and goals to help them pursue a lifetime of success.
Trust and Integrity
Trust and integrity are the foundations of our practice. All that we do, and every service that we provide, is to promote and enhance the confidence that our clients place in us. We value our integrity above everything else.
Excellence Through Service
Superior service is the cornerstone of our firm. Our sincere, consistent and timely delivery of service is the primary reason our clients choose to do business with our firm. We are committed to serving our clients above our own ambitions.
Value-Based Service
Part of our mission is to provide value-based service to every client. Our high ethical standards guide us in creating a value-oriented service structure that is fair and equitable in the eye of the client.
Client Relationships
We strive to foster a dynamic, rich partnership with our clients. By maintaining a service environment that reflects a genuine interest in the clients and their personal lives, we are honored to be a part of our client's professional family.
Pay it Forward
It is because of the community that surrounds us that we are able to reach our goals. We are committed to invest in our community by utilizing our time, talent and treasures for the benefit of others. Giving back to the community that has helped us grow is essential in our quest for excellence.
Let's Talk!
As a prospective client, 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.