517 West 3rd Street
Comprehensive Wealth Management
We provide comprehensive wealth management for professionals, business owners and pre-retirees seeking true financial planning and solutions to complex financial issues.
Meet Our Team
Learn more about the people who serve you!
Find out all the ways Summit can help you and your family navigate the financial world and help prepare for your future!
Visit our Resource Center for important tools and information
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.
We believe in donating our time and efforts to our communities for their betterment and are committed to helping when and where we can to make the world a better place. Please visit our Share and Care section to see how we are making a difference!
What makes Summit Wealth Management different? The way we treat our clients. We make sure to take all your financial concerns into account before creating a unique financial strategy that evolves with you.