Our knowledgeable team is committed to serving you with the integrity and personal service you deserve.Learn More
Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms.Learn More
We understand that every client’s needs are unique and constructing a customized plan is essential.Learn More
The 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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Couples may be able to head off many of the problems in a marriage that money can cause.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It's important to understand how inflation is reported and how it can affect investments.
These food myths will really put a drain on your wallet.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.