Your Team OUR FIRM YOUR STRATEGIES OUR MOTIVATION

Experienced

Our knowledgeable team is committed to serving you with the integrity and personal service you deserve.

Learn More

Independent

Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms.

Learn More

Customized

We understand that every client’s needs are unique and constructing a customized plan is essential.

Learn More

The partner you trust to navigate the complexities of wealth management

Summit Wealth Management specializes in helping you navigate through complex situations as you plan for retirement and prepare your legacy. For two decades, we have represented the unique needs of individual investors and families who benefit from our dedication to the client experience.

Our knowledgeable team is committed to serving you with integrity, personal service and a comprehensive approach to wealth management. We also emphasize proactive client communication, which includes quarterly meetings, market updates and portfolio analysis to ensure you stay informed regardless of the market’s direction.

It would be our pleasure to serve your unique needs by extending our personal service and comprehensive guidance to you.  If you would benefit from our longevity, clarity and independence, we invite you to contact us to schedule a complimentary consultation.  

Helpful Content

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

View all videos arrow