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Summer Financial Literacy Program Our Firm. Our Core Disciplines. Our Approach. Our Team.

Live Life. Worry Less.

Managing Your Financial Future since 1988. 

In an ever-changing financial climate, it can be difficult to create a financial strategy confidently, let alone have the time to manage one that you can seek growth with over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to work towards achieving your goals.

We are an independent financial services firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with independent advice and recommendations. Our utmost goal is to provide tailored strategies that can grow with our clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.


One size does not fit all. Strategies that are tailored to your specific needs and goals.


Good times and bad. Combined 65+ years of industry experience in wide array of market cycles. 


Working for you. Comprehensive advice with the freedom to choose from wide selection of products and strategies. 

“I interviewed 6 different financial advisors, and as soon as we met with Summit, we knew we were home. Honest and caring, they treat you like you are one of the family. I would, and I have highly recommended them to everyone I know.” -Mark

This statement is a testimonial by a client of the financial professional as of 5/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Are You Retirement Ready? 

Are You Retirement Ready? 

Without a roadmap, the path towards and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. 

We understand the many concerns individuals and families face as they prepare for retirement, whether that is five, fifteen or thirty years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement.

Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short- and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, independent advice, and comprehensive guidance.

Take the first step. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting. 

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8 Timeless Principles of Investing

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