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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Gaining a better understanding of municipal bonds makes more sense than ever.
One of the most common questions people ask about Social Security is when they should start taking benefits.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are ways to improve your physical fitness without denting your fiscal fitness.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
The decision whether to buy or rent a home may have long-term implications.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.