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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 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.

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Retirement Planning

Whether your retirement is far in the future, a few years away, or you are already retired, we can help you.

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Risk Management Planning

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.

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Tax Planning

Our tax planning team will prepare your tax return, provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, providing tax-savings opportunities.

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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.

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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.

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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.

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Wealth Vision

The Summit Asset Management team uses WealthVision to assess the six key areas of financial planning.

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