Do you ever think about how your current investment plan could be improved?

Or maybe you have a plan in place, and you wonder if it could be managed differently to achieve its purpose more efficiently.

At Summit Wealth Management, we can make a tailored plan for your wealth and manage it to help create the life you want to live now and the meaningful legacy you to want leave behind.

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How and Who We Serve

While our clients differ in age and aspirations, our investment planning knowledge helps make their goals attainable.

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Retirees who want to focus more on enjoying their time than budgeting

business owners

Business owners who want help maximizing cash flow

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Healthcare professionals who want their money to work smarter

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Business executives who want to simplify complicated compensation packages

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Professionals who want to start planning their future, today

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Affluent households interested in creating, growing and preserving their wealth


To assist them, we help create an investment plan that features an appropriate mix of:

Wealth Management

Estate Planning Strategies

Investment Products

Retirement Planning

Education Funding Analysis

Our Philosophy

You— and your wealth’s goals — guide everything we do on your behalf.
For you, that means we approach investments with:

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A meticulous planning process

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Independent thinking and objective
recommendations for investment solutions

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An intent to provide tangible results, achieved
by pursuing holistic asset management

How Our Clients Describe Us

• Experienced

• Dedicated

• Available

• Transparent

• Capable

• Committed

Do You Want a Comprehensive Investment Plan?

Let’s discuss how we can help make that a reality.