Home | Daria Schumacher, CFP®, CLU®, ChFC®, RICP®

A HOLISTIC APPROACH

Our goal is to create customized strategies that weave together your financial goals and values.

EXPERIENCE THE DIFFERENCE

The resources of a large firm, with the personal attention of a small practice.

DESIGNED FOR YOU

We can help you develop an approach that is designed to address your unique situation.

LONG-TERM RELATIONSHIPS

We strive to work closely with our clients, building long-lasting partnerships.

We want to thank all our clients for another prosperous year and for their continued trust in our team.

Cheers to another great year of business and for many more to come!

LPL Masters Club Level

Received our Masters Club Level award for 2025, commemorating our 'Outstanding Client Service' in 2024.

At Summit Wealth we pride ourselves in providing top-tier service to our clientele and are proud to have gained this level of recognition from LPL Financial for achieving just that!

Here's to celebrating many more years of continued 'Outstanding Client Service' from our team.

Meet Our Team

Daria Schumacher CFP®, CLU®, RICP®, ChFC®,

Founder, Wealth Advisor

(518) 290-8060

daria@summitwealthplanning.com

Daria’s desire to live life to the fullest inspires all that she does. As an independent financial advisor in Latham, New York, Daria lives out her passion to serve others each day as she helps her clients...

Sarah Ryle

Director Of Operations

(518) 290-8060

sarah@summitwealthplanning.com

In her role as Director Of Operations, Sarah works closely with Daria to ensure that clients enjoy personalized service. From servicing accounts and maintaining client relationships to scheduling meetings and...

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Work with us.

No matter how complex your investing situation is, we can help.

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Retirement

Customized strategies targeted to help you protect and enjoy the assets gained over a lifetime of work. Creating a clear comprehensive plan for the future.

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Insurance

Protect your family and your assets from the financial consequences of life’s events. We can design an insurance strategy suited to your situation and needs.

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Investments

Independent advice always directed toward your best interest. Guidance to help your assets.

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Estate Planning Strategy

Helping you manage effective estate and wealth transfer plans to ensure your legacy wishes are focused.

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Our Three Step Process

STEP

1

Assess your Goal

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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