Our knowledgeable team is committed to serving you with the integrity and personal service you deserve.Learn More
Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms.Learn More
We understand that every client’s needs are unique and constructing a customized plan is essential.Learn More
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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
It's important to understand how inflation is reported and how it can affect investments.
This article may help you maximize the benefits of your donation for your chosen charity.
Five phases to changing unhealthy behaviors.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know these three personal finance sayings?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.