Who We Serve

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

Finances should not be overwhelming or confusing—we strive to bring you understanding so that you can make smart financial decisions. Summit Wealth delivers personal wealth and financial advice to you and your family so that you can feel in control.

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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.
Serving Professionals
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.

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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.

Serving Independent Women
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.
Serving Multigenerational Families
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 Generation
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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