We spend meaningful time with you building the framework for your financial life and ensuring our recommendations fit your unique situation.

We practice the time-tested techniques of diversification, asset allocation, tax management and behavioral coaching to deploy your investments, grow capital, and fulfill your goals.

We recognize that estate planning requires emotional and financial considerations. We inspire legacies that go beyond individual families and reach the greater good of the community.

Owning a business adds a layer of complexity to financial planning. Summit has a talented team of professionals to help you build your strategy.

Careful planning and guidance are crucial during the divorce process. Our team of experts have the tools to help you protect your financial well-being.

Your financial journey is different than the generations that came before you. The NextGen Path is designed to meet you where you are now and get you to where you want to be.