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Experienced

Our knowledgeable team is committed to serving you with the integrity and personal service you deserve.

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Independent

Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms.

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Customized

We understand that every client’s needs are unique and constructing a customized plan is essential.

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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.  

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Insuring Your Business Against Cyber Liability

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Estimate how much income may be needed at retirement to maintain your standard of living.

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A presentation about managing money: using it, saving it, and even getting credit.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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How federal estate taxes work, plus estate management documents and tactics.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Here are five facts about Social Security that might surprise you.

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Around the country, attitudes about retirement are shifting.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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