439 E. Shore Drive,
As advisors, we commit ourselves to our clients' financial goals as if they were our own. Our clients in return seek a committed relationship that is equally beneficial for both parties.
Our goal is to simplify the complexity that comes with managing multiple financial considerations. As your financial advocate, we fulfill your need for competent, objective financial guidance, allowing you more time to devote to business, family and your personal passions.
We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests - not ours. We seek to address the concern and take the confusion out of the financial decision-making process, replacing it with the clarity and confidence you seek.
At Summit Wealth Planning, we have access to independent research on the economy and the markets. The need to be independent is greater than ever with increased changes in the economy and unsettling market volatility. This access allows us the freedom to offer clients impartial strategies to manage the challenges of wealth accumulation and management. As a group of independent advisors, we have no proprietary investment offerings or products allowing us to ensure the advice you receive is customized.
We bring experience and insight to organizing all aspects of your financial life. We encourage compatibility with the other professional advisors in your life such as your tax advisors and attorneys to help ensure we are offering compatible advice to meet your goals and needs.