Our Process

CLARITY | Our goal is to provide you with well-researched strategies, new investment opportunities and ongoing support, and ultimately help bring clarity to your financial future.


As a client of Summit Wealth Management, you will benefit from a comprehensive financial planning process that begins when we first meet with you. We start by listening. After we fully assess your current situation, we explain and educate you on the best strategies to meet your objectives. Once you are satisfied with the vision we recommend, we not only implement your financial plan, but we review and monitor that plan to ensure you remain on track toward your goals.

Our clients are never charged commissions. The fee-based compensation we receive is directly tied to the performance of your account. Because we have no conflicts of interest that result from commission-based compensation, you can be sure that we will always provide objective advice and create a plan that represents your best interests.

This plan may address a wide range of financial needs, including:

  • Investment management
  • Retirement planning
  • Estate planning
  • Trust services*
  • Risk management
  • Income/expense planning
  • Budget analysis

The comprehensive services and strategies we offer are designed to provide confidence in your future as you strive to provide for your loved ones or meaningful charities, and preserve your legacy.