The Summit Approach

We feel investing with Summit offers a unique blend of comfort, clarity, and confidence. We prioritize your peace of mind by providing a user-friendly platform that helps to ensure utmost comfort throughout your investment journey. We believe our transparent approach offers clarity, empowering you to make informed decisions. Moreover, our guidance inspires confidence. We strive to provide a comfortable, welcoming atmosphere where you can invest with clarity and confidence of working with a trusted partner.
Our planning process can help you plan your investments around your most important life goals. Your plan’s flexibility lets you monitor and adjust your goals and investments as your life changes and you can “test-drive” goals to find out how they’ll play out within your plan.

When you work with one of our Financial Advisors, the conversation starts by exploring your big-picture plans and dreams. With the help of our planning software, you and your advisor will prioritize your goals for the future and map out a financial course to help you achieve them.

Your investment plan can take into account:
  • Life Goals
  • Education Goals
  • Assets & Liabilities
  • Income & Living Expenses
  • Current & Future Cash-flow Requirements
  • Retirement Planning Needs
  • Levels of Acceptable Investment Risk
  • Asset Allocation Objectives


Using the Envision Process

Learn more about the Envision Process by downloading our fact sheet or contact us with any questions.

Meet With Us

Contact us today to schedule your visit.

Summit Wealth Management
1500 Liberty St SE
Suite 250
Salem, OR 97302

Local Phone:

Email Us:
[email protected]