Our Services
We offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, anticipating your needs before you do. This process is designed with a goal to ensure that your investments keep pace with the changes in your life so you can maintain the lifestyle that you have grown accustomed to enjoying.
Advice For Life
Our mission is to be your trusted financial professionals dedicated to delivering a high level of service to enhance your lifestyle and provide peace of mind.
Retirement Planning
Whether your retirement is far in the future, a few years away, or you are already retired, we can help you.
Risk Management
Our risk management team will evaluate your non-financial risks, such as *umbrella coverage, long-term care coverage, life coverage and *medical coverage to be sure the unexpected does not put a halt on your future retirement.
*These services are not offered through LPL Financial*
Tax Planning
Our will provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, seeking to provide tax-savings opportunities.
Estate Planning
Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future.
Business Planning
Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/continuity strategies.
Trust Services
We provide access to comprehensive trust services customized to meet your individual needs through a trust company known as The Private Trust Company.
Wealth Vision
The Summit Asset Management team uses WealthVision to assess the six key areas of financial planning.