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
“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.
Getting Paid During Retirement
Learn How
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.