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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.