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Helping Our Community

Helping Our Community

May 2023Summit Wealth Management recently joined the National Association of Letter Carriers (NALC) in their effort to "Stamp Out Hunger", by collecting and donating over 40 lbs of food to their 2023 food drive. This event happens every May and the food donations are delivered within our own community.

One in ten Americans face hunger every day. This drive is one way we can all help those in need. Click the link below to learn more!

Jamestown High School Class Visits Our Office

  • Shults Nissan Subaru & Summit Wealth Management, Inc. 

    Provide authentic learning opportunities to JHS Personal Finance students

    October 19, 2022

    On October 19, 2022, the wintery conditions did not stop Mrs. Amy Schultze’s JHS/JCC Personal Finance students from traveling to Jamestown businesses:  Shults Nissan Subaru and Summit Wealth Management, Inc.   First stop was at Shults Nissan Subaru where Austin Harmon, Business Manager, provided learners the steps to purchasing a vehicle.   Mr. Harmon had a new 2023 Nissan Rogue available for our “potential buyers” to sit behind the wheel, while exploring all the vehicle’s features.   Students reviewed the Nissan Rogue’s window sticker and the essential information detailed on the document:  MSRP Base Price, extra options, city/highway MPG, safety ratings, and more.   Darren Hills, Sales Manager at Shults Nissan Subaru,  pointed out the significance of each automobile’s  VIN number, and the importance of researching a pre-owned vehicle’s past history.  An essential question any lending institution will ask before discussing the terms of a loan:  Does the vehicle have a  “clean” or  “branded” title?   

    Mr. Harmon created two financial simulations for JHS students based on purchasing the 2023 Nissan Rogue.   The one variable that made a huge difference in the loan payments is a person's FICO® Score. Learners compared two different FICO (credit) scores: 568 versus 729. The difference in interest on the loan for a person with 568 FICO score  (10.85%) versus a 729 FICO score  (3.69%).  Austin Harmon enabled students to walk through a car buying process in a real world setting!   Mr. Hills provided each JHS student with a dog toy in support of:  October 22nd Subaru National #MakeADogsDay

    Douglas Schutte,ChFC®/Wealth Manager, at Summit Wealth Management, Inc. gave students insight into their business services:  investment & wealth management;  Summit Accounting Solutions; and Team1Insurance.    Mr. Schutte offered students a glimpse into the education, training, and  licensure  to become a Chartered Financial Consultant.  Ways students can become familiar with investments may include: researching historical trends of a company;  comparing growth vs. value funds, and ensuring you have a balanced portfolio.  Mr. Schutte emphasized that starting to systematically save 10-15% of their income (when fully employed),  can help to ensure their financial success.  

    Students met other team members at Summit Wealth Management.  Myron Nordin, Account Manager at Team1Insurance, emphasized the importance and sometimes legal requirements of insurance coverage.  There are many types of insurance plans, such as:  property & liability; life; accident;  health;  auto; home; and more. An insurance policy provides the policyholder financial peace of mind.  Ashley Bobek, Tax Specialist, shared her role at Summit Accounting Solutions. In the event a client sells a long term asset, a tax specialist ensures any capital gains taxes are paid and included on their tax return.  Mr. Schutte and his team at Summit Wealth Management provided JHS students with not only refreshments, but guidance on what sectors they should invest in for the November 2022 - Junior Achievement’s WNY Stock Market Challenge!

    Mrs. Schultze’s Personal Finance students were very grateful that Jamestown area businesses, such as: Shults Nissan Subaru and Summit Wealth Management, Inc. were generous to share insight into their area of expertise!

Live Like Luca Fundraiser at Wanakah Country Club

Live Like Luca Fundraiser at Wanakah Country Club

One June 24, 2021, Luke Buehler and other golfers played 100 holes of golf, walking every step of the way, to raise funds for Live Like Luca, the Luca S. Calanni Foundation and the Courage of Carly Fund at Roswell Park Cancer Institute.

Live Like Luca celebrates the life and legacy of Luke's late grandson, Luca Calanni, by following his example of kindness and caring. It is the Foundation's mission to help all children experience the joys of participating in sports, camps, the arts and other activities that made Luca's light shine bright.

Loan Closet

The Lions Clubs International has a motto: “We Serve”, and has a membership roster of more than 1.4 million people worldwide. Our own Luke Buehler has been a member of the local chapter, the Dunkirk Fredonia (NY) Lions Club for ten years, and has managed their “Loan Closet” program for the last three years.

The Loan Closet is a program that provides medical equipment to those in need. Items such as walkers and canes, shower benches, wheelchairs and more, can be borrowed for as long as needed. The Lions Club also appreciates donations of medical equipment in good working order, and can be reached at (716) 672-1357.

If you know anyone who could benefit from this program of sharing, or if you have any items to share, please contact the number above!

Doug Schutte, President of Summit Wealth Management, has just completed the Empire State Ride to End Cancer across New York State. Riding for the Roswell Park Cancer Institute in Buffalo, Doug raised $3,850 toward this important cause. The seven day (July 29- August 4), 500+ miles journey started in New York City, traveled through some of the most scenic parts of New York State and ended at one of the natural wonders of the world, Niagara Falls. The route was fully supported by Empire State Ride staff to ensure the safety and success of all riders. Everyone rode at their own pace and shuttles were available to assist cyclists. Participants were provided tent camping accommodations every night complete with air mattress. Empire State Ride staff set up and took down these “tent cities” each day, and all riders’ luggage was transported from campsite to campsite. Also provided was an all-important charging station for phones and GPS devices, and mechanics were on-site at camp to make sure bikes were ready for the next day.  

Tent City

Tent City

NYC Skyline

NYC Skyline

Riders, Doug is second from right.

Riders, Doug is second from right.

Giving Day Celebration

The offices of Summit Wealth Management, Inc. held National Day of Giving events at their locations in Jamestown and Fredonia on Thursday, November 28. The focus was to give thanks to their clients and community with a holiday party and provide donations to two local charities. The Fredonia office collected and donated items to Chautauqua County Rural Ministry in Dunkirk, and the Jamestown office chose Dawn’s Canine Rescue in Falconer. Summit Wealth Management, Inc. would like to thank their clients for their donations and wish all a happy holiday season.

Doug Schutte and Dawn Thompson of Dawn's Canine Rescue, Kristin Hofgren, Rhonda Frank and James Taylor

Doug Schutte and Dawn Thompson of Dawn's Canine Rescue, Kristin Hofgren, Rhonda Frank and James Taylor

Luke Buehler, Emily Mierzwa, Rural Ministry Director of Programs Bridget Majka, Rural Ministry Executive Director Kathleen G. Peterson, President of Board of Directors Steve Keefe, Erika Strychalski, Caitlin Buehler

Luke Buehler, Emily Mierzwa, Rural Ministry Director of Programs Bridget Majka, Rural Ministry Executive Director Kathleen G. Peterson, President of Board of Directors Steve Keefe, Erika Strychalski, Caitlin Buehler

Luke Buehler and Summit Wealth Management are sponsoring the 10th Anniversary of the Canadaway Creek Conservation Project!

Saturday, June 20

The event, which includes a stream clean-up, tree planting and invasive plant species removal, has continued to grow and we now get around 200 participants. The event is organized by SAREP/4H Youth Fly Fishing Program which is into its seventeenth year of community service.

The project will include an educational presentation, a stream clean-up, invasive species removal and tree planting activities that have been set up to nurture and protect our local stream, Canadaway Creek. Free lunch, caps, t-shirts and cake will be provided to all participants.

S.A.R.E.P./4H Youth Flyfishing Program

S.A.R.E.P. Youth Flyfishing Program is a not-for-profit volunteer educational program that, for the past 15 years, has been providing children with information and experiences related to aquatic resources, conservation, ethics, and flyfishing. The ethics of the program promotes "catch and release" as well as respect for fellow fisherman/woman and the land on which they fish. It is the goal of the program to protect the local species and the land for future generations. Our program closely ties together the importance of understanding nature with the rewarding act of flyfishing. The program meets every Monday from 7-8:30pm from October through early June at the Fredonia Central Middle School Cafeteria. It also periodically provides kids and community members with fly fishing field trips on Canadaway Creek. Participants can join at any time during the year. S.A.R.E.P. Youth Flyfishing Program works with the Cornell Cooperative, local schools and community groups. There is no cost to participate in this program.

The History of Canadaway Creek

The stream was originally settled by the Erie tribes and later by the Iroquois who called the stream “Ga-na-da-wa-o”, meaning “running through hemlocks”. The early European settlers from Eastern and Central Pennsylvania ended up pronouncing the name as “Canadaway”. The Native American name probably referred to the dense canopy that still covers the deep gorge at its headwaters. Early surveyors named the creek “Cascade” after the scenic falls that are located in the town of Arkwright. The first non-native settlement along its banks occurred on 1804 and was called Canadaway. This settlement later became the village of Fredonia. The mouth of Canadaway hosted the first naval battle in the War of 1812 where an American military company held off a British gunboat as it tried to seize a salt boat from Buffalo that had sought sanctuary in the creek. As the area became populated and settlements prospered along the stream, two preservations were created to protect the creek’s natural resources. The first is the 33-acre Canadaway Creek Preserve (now owned by New York State) is located at the mouth of the stream and is on a major flyway for migrating birds. During the fall and spring migration, the sanctuary protects around 140 species of birds. The second preserve is the Canadaway Creek Wildlife Management Area, which is located on a 2,180-acre tract of land that protects the headwaters. Its dense hardwood forest provides the nesting areas for a large variety of birds including the Yellow-bellied Sapsucker and Great Blue Heron. The SAREP/4H Youth Fly Fishing Program has spent the last 5 years try to restore the native brook trout population in this part of the stream. Due to their efforts the stream has seen brook trout in its waters for the first time in a century.

Canadaway Creek is now one of the most productive streams for steelhead fishing in the country and is a significant contributor to tourism dollars in the region. Canadaway Creek is a beautiful little gem in the Western New York area and the SAREP/4H Youth Fly Fishing Program would like to restore, nurture and preserve its natural resources for future generations.

Luke Buehler and Summit Wealth Management are sponsoring the Chautauqua Watershed Conservancy 1K 4 U Sporting Celebration

1K 4 U Sporting Celebration
4:00 - 6:30pm
April 29, Saturday
Northern Chautauqua Conservation Club
1 N Mullet St, Dunkirk, NY

The Chautauqua Watershed Conservancy is inviting sportsmen and women in the area to celebrate a major milestone in their conservation efforts. The CWC has rescued 1000 acres of wildlife habitat in Chautauqua County and that land is now open to the public at no cost. With a focus on land conservation and watershed education, the CWC has been dedicated to preserving and enhancing the water quality, scenic beauty and ecological health of the lakes, streams and watersheds of the Chautauqua region since 1990.

Orvis representatives from their store at the Eastern Hills Mall in Williamsville, NY will be traveling to the Northern Chautauqua Conservation Club to present an unique one hour Fly Fishing 101: Introduction to Fly Fishing Course from 4-5 pm. There is no charge for the course but participants need to arrive at 3:30pm. Food and refreshments will be presented between 5-5:30 pm. At 5:30, a short educational presentation on duck hunting will be presented by John Michalovic. Mr. Michalovic is not only a former President of the Finger Lakes & Western New York Waterfowl Association but he has also served as New York State Chairman and Treasurer for Ducks Unlimited and has been a respected NYSDEC-certified Waterfowl ED/ID instructor for almost 40 years.

Internships are a crucial piece of framework for molding business professionals. It is important for students to gain knowledge and work experience before entering the work force. SUNY Fredonia's Accounting Society hosts local business professionals to come in and give professional advice to students looking to gain knowledge and skills to succeed. Recently, Luke Buehler was requested to come speak to young business students looking to pursue internships and work experience. As a business owner, Mr. Buehler gave both pros and cons of having interns based on his past experiences. From his perspective, he made sure to explain how important it is to make yourself stand out. For example, having a strong work ethic and staying goal driven are a couple key factors that can help. He also talked about why some small businesses don’t want interns. Topics such as the costs of adding another person to your staff and the time it takes for proper training made it clear the adversity you face when seeking an internship. SUNY Fredonia’s business students found that Mr. Buehler's presentation was very insightful as to how he portrayed an internship position through the eyes of a business owner. The Accounting Society appreciated Mr. Buehler taking time out of his day to come talk to the students.