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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
There are things about Social Security that might surprise you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
However exciting retiring abroad may sound, it deserves considerable planning.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
When markets shift, experienced investors stick to their strategy.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.