Our Mission
It is our mission to be the single resource for comprehensive wealth management with deep and meaningful relationships that can last for generations.
As a boutique advisory firm, we serve a select group of emerging affluent and high net worth clients and their families.
Independent
Fiduciary
Experience
Expertise
Integrity
To be a fiduciary — as with an attorney or physician — requires a relationship based on integrity, trust, confidentiality and transparency. For 25 years, we have accepted the elevated expectations of a fiduciary relationship with our clients. Recently, this has become a popular choice by marketers of planning and investment services but at the inception of Summit, this was a purposeful, client-focused decision.
At our formation we established two guiding principles. First, each client deserves to work directly with their experienced, responsive wealth manager. Second, that the guidance they received would empower them to be an active partner in the decision-making process.
The Golden Rule is to treat others as we would like to be treated. It is a simple notion that resonates throughout the ages regarding the ethical treatment of others. Our team members follow a New Golden Rule — to treat others as they would like to be treated while being open-minded and understanding.
Our Services
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Current Position
Risk Management
Education Funding Strategies
Equity Based Compensation
Minimizing Income Taxes
Retirement Planning
Estate Evaluation
Charitable Giving -
Proper Diversification
Risk & Return Assessments
Analyzing Expected Returns
Taxes and Expenses -
Planning & Preparation
Fiduciary Trust & Estate Accounting
Cross-Border Tax Services
Estate, Trust & Business Valuation -
Operational Assessment
Pricing Study
Transition Options
Value Acceleration -
OTC Hedging & Monetization
Property & Casualty Insurance Specialized Coverages
Specialty Lending andEstate Documentation