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.

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.

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.

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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