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Your Financial Needs & Goals are Uniquely Your Own

Whether you are planning for today or for what's to come, our team is dedicated to providing flexible and customizable planning to help our investors thrive and succeed.

Our Mission

Financial Advice goes beyond annual returns, net worth statements and required minimum distributions. It is the commitment to developing, implementing, and adjusting an investment plan for the families that we work with that makes a difference.

We believe that our continual focus on improving our process provides us the opportunity to deliver financial ConfidenceComfort, and Clarity to be enjoyed throughout all stages of your life.

Saving for education can change over time as well as who we are saving for.

Learn how plans can adjust as children and grandchildren grow.


Discover sensible strategies whether you’re saving for, nearing, or living in retirement. Available to both individuals, families, and small businesses.


Whether opening a trust or designating financial beneficiaries, each of us is responsible for taking care of those who we will eventually leave after our time is done.


Working alongside your CPA our team can help you understand the tax implications from your investment strategies and how your financial goals can be impacted.

Summit Wealth Management Team 2021

Summit Wealth Management