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.
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.
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.
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.