WHO WE ARE
As we accumulate wealth life does not get simpler, it gets more complex. Your investment opportunities expand but so does the complexity of the choices you have to make. It is not just about how much you earn on your investment, it is about how much you keep.
As your Personal Financial Architect, we design a financial blueprint around what is most important to you. Our strategies are focused on helping you accumulate the assets you need to achieve your goals and protecting the financial success you have already attained.
We have strategies that aim to help you accumulate, preserve and distribute wealth. It is not just about the investments. It is about the planning. Our team approach includes working with other advisors, like your CPA, attorney and/or business manager to address your total planning needs, which may include tax strategies, personal trusts, estate planning and gifting programs just to name a few areas we incorporate into your comprehensive personal plan.
Why Summit Financial?
Because our goals are to provide you:
- Clarity of purpose,
- Direction in knowing the actions you need to take, and
- Confidence knowing what you are doing and why you are doing it.
Our team approach keeps you focused on where you want to go, guides you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in order to realize your dreams.
Since founding Summit Financial Consultants in 1985,
our sole mission as a boutique wealth management company has been to simplify the complex by:
Empowering our clients with the knowledge and resources necessary to simplify their life and maximize their financial future.
Turning apprehension into anticipation. We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals. Instead of discovering what you have, we discover who you are by employing a comprehensive work-optional approach that is designed to provide clarity, direction and confidence. This approach focuses on maximizing your wealth, so you can better understand and manage all aspects of your financial life, while helping you grow and protect your wealth. We call this:
"Work-Optional Lifestyle Planning"
Some people invest for their future and hope they will have enough. We plan for your future so you will know how much is enough.
Coordinating with our clients selected team of professionals or utilizing our strategic partnerships to implement unique wealth management and advanced estate planning needs for high-net worth individuals. We believe through strategic investment decisions and innovative planning strategies we offer a level of simplicity & expertise beyond the average wealth planner.