“Will I be alright?” is a question we’re asked a lot. Here’s how we’ll help ensure you have sufficient income when you stop working.
2026 Forbes Best-in-State Wealth Management Teams
We are happy to announce we have been awarded with the 2026 Forbes Best-in-State Wealth Management Teams award.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
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.
How and Who We Serve
While our clients differ in age and aspirations, our investment planning knowledge helps make their goals attainable.
Retirees who want to focus more on enjoying their time than budgeting
Business owners who want help maximizing cash flow
Healthcare professionals who want their money to work smarter
Business executives who want to simplify complicated compensation packages
Professionals who want to start planning their future, today
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
Choosing a Financial Advisor
Whether you're approaching retirement, managing investments, or planning for the next stage of life, working with a local financial advisor can help bring clarity and confidence to your financial decisions. We work with individuals, families, and retirees throughout Roanoke, Salem, Smith Mountain Lake, and the surrounding Southwest Virginia communities.
A CERTIFIED FINANCIAL PLANNER® professional has completed extensive education, passed a comprehensive certification exam, gained significant real-world experience, and participates in ongoing professional development. CFP® professionals are also held to a fiduciary standard, meaning they are expected to place clients' interests first when providing financial advice.
Yes. We believe clients deserve objective financial guidance focused on their best interests. Our recommendations are designed to align with your goals, values, and long-term financial success.
Our Services
Yes. We believe clients deserve objective financial guidance focused on their best interests. Our recommendations are designed to align with your goals, values, and long-term financial success.
We provide comprehensive investment planning and investment management for clients throughout Roanoke and Southwest Virginia, including:
- Retirement Planning
- Investment Management
- Tax-Efficient Planning Strategies
- Estate Planning Coordination
- Risk Management & Insurance Reviews
- Education Planning
- Active Wealth Management
No. Successful investment planning involves much more than managing a portfolio. We help clients evaluate retirement income strategies, tax considerations, estate planning needs, Social Security decisions, and other important investment planning opportunities.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Yes. We frequently collaborate with accountants, estate planning attorneys, and other professionals to help ensure all aspects of your financial life work together effectively.
Retirement Planning
The sooner, the better. Whether retirement is five years away or twenty-five, a well-structured plan can help you evaluate savings goals, investment strategies, Social Security timing, and retirement income needs.
Yes. One of the most common questions we hear from clients in the Roanoke area is, "Do I have enough to retire?" We help evaluate your assets, income sources, spending goals, and retirement risks to determine whether you're on track.
Working Together
Yes. While our office serves clients throughout Roanoke, Salem, Botetourt County, Franklin County, Bedford County, and Smith Mountain Lake, we also work with clients across the country using secure virtual meetings and technology.
The initial consultation is an opportunity for us to learn about your financial goals and current situation. We'll discuss your priorities, answer questions, and explain our planning process. There is no cost or obligation.
Most clients meet with us one or two times each year for planning and portfolio reviews. We're also available whenever significant life events or financial decisions arise.
Getting Started
No. We offer a complimentary introductory consultation for prospective clients.
Simply contact our office to schedule a conversation. We'll discuss your goals, review your current financial picture, and determine whether our services are a good fit.
Our Philosophy
You— and your wealth’s goals — guide everything we do on your behalf.
For you, that means we approach investments with:
For you, that means we approach investments with:
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A meticulous planning process |
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Independent thinking and objective
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An intent to provide tangible results, achieved
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Let’s discuss how we can help make that a reality.