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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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Determine your potential long-term care needs and how long your current assets might last.
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Historical Inflation
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Estimate how much of your Social Security benefit may be considered taxable.
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An Inside Look at Retirement Living
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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There are some smart strategies that may help you pursue your investment objectives
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16 Wall Street Cliches in 60 Seconds
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Do you have causes that you want to support with donations?