Independent Women

Seek the guidance, clarity, and support you deserve

Being an independent woman means more than having a rewarding career or retiring in comfort.


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.


Finances should not be overwhelming or confusing

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

Independent women are self-reliant, proactive, and poised. However, these individuals often face different financial challenges than those who are reliant upon others. We recognize the unique challenges of life as an independent woman and tailor our financial services accordingly.


Change is the Only Constant

As an independent woman, you are a trailblazer, a pioneer. You embrace change. But with change comes many unknowns. Let our team of financial professionals guide and support you during these times of personal and social change. Summit Wealth is here to address those challenges and lead you with confidence.

Our financial planning solutions are tailored to each individual woman. We are well-versed in serving divorcees, widows, professional women, empty nesters, and those nearing a significant life event. Regardless of your stage in life, you deserve financial clarity. Our financial planners will work diligently as your dedicated support system to simplify, illustrate, and organize your finances.


Choosing a Female Advisor

If you are an independent woman looking for financial advice and holistic planning from another independent woman, you have come to the right place. At Summit Wealth, we are proud to provide female support to our independent women if they so choose. These one-on-one guidance sessions will allow you to build a trusted, lasting relationship with our financial counselors.

At Summit Wealth, we are your financial fiduciaries. Our duty, first and foremost, is to you. Our priority is your financial independence. Let us journey with you on your path to freedom.


Common Concerns for Independent Women

Some women may be worried about who will take care of them when as they reach their elderly years. Others may fear the depletion of their assets for monthly expenses such as utilities, mortgage payments, and other liabilities. Or perhaps she is unsure if her assets will sustain her lifestyle after a divorce. These are all valid concerns.

Summit Wealth will help you surmount your personal obstacles to financial freedom with grace and dignity. We provide personalized, independent advice based on the details of your current situation so that you can achieve confidence for the future.

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 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 Planning
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 Events
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 Management
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.

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.
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