Experienced
Our knowledgeable team is committed to serving you with the integrity and personal service you deserve.
Learn MoreIndependent
Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms.
Learn MoreCustomized
We understand that every client’s needs are unique and constructing a customized plan is essential.
Learn MoreThe partner you trust to navigate the complexities of wealth management
Summit Wealth Management specializes in helping you navigate through complex situations as you plan for retirement and prepare your legacy. For two decades, we have represented the unique needs of individual investors and families who benefit from our dedication to the client experience.
Our knowledgeable team is committed to serving you with integrity, personal service and a comprehensive approach to wealth management. We also emphasize proactive client communication, which includes quarterly meetings, market updates and portfolio analysis to ensure you stay informed regardless of the market’s direction.
It would be our pleasure to serve your unique needs by extending our personal service and comprehensive guidance to you. If you would benefit from our longevity, clarity and independence, we invite you to contact us to schedule a complimentary consultation.
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Learn more about taxes, tax-favored investing, and tax strategies.
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How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Principles that can help create a portfolio designed to pursue investment goals.
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In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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It's easy to let investments accumulate like old receipts in a junk drawer.
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