Who we help
Who we help
Substantial wealth.
Personal priorities.
Guidance for what’s next.
We work with individuals and families whose financial lives call for a coordinated perspective—especially when retirement or a significant life transition brings new decisions.
Start a ConversationYour life shapes your plan
Find the guidance
that fits your next chapter.
Your circumstances are personal. We begin by understanding what matters to you, then connect the financial decisions that support your priorities.
Approaching Retirement
You’re preparing for the transition from building wealth to living from it. Connect retirement timing, income, taxes and family priorities.
Explore Approaching Retirement →
Divorced or Widowed
Life has changed. Organize the financial details, explore your choices and take thoughtful next steps with personal guidance.
Explore Divorced or Widowed →
Receiving an Inheritance
Understand what you’ve received and how it fits with your investments, retirement goals, family and future wishes.
Explore Receiving an Inheritance →A relationship built around you
Your circumstances.
Your questions.
One broader view.
As wealth grows, decisions about investments, retirement income, taxes, protection and legacy become more connected. We help you consider those choices together.
Our approach brings personal attention to the details while keeping your goals and family in view.
Explore Our ApproachA thoughtful fit
Personal service.
A lasting relationship.
Designed for individuals and families with $500,000+ in investable assets.
We value open communication and time to understand your financial picture. An initial conversation gives us an opportunity to learn about your priorities and discuss whether Summit is the right fit.
You may be looking for
A clearer view across your financial accounts
A coordinated plan for retirement and beyond
Guidance through a significant life change
A personal relationship with a planning team
Begin with what matters
Your next chapter
starts with a conversation.
Tell us where you are today and what you want your wealth to make possible.
Schedule a Complimentary Consultation