30 Columbia Turnpike,
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.
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.
Whether your retirement is far in the future, a few years away, or you are already retired, we can help you.
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*
Our will provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, seeking to provide tax-savings opportunities.
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.
Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/continuity strategies.
We provide access to comprehensive trust services customized to meet your individual needs through a trust company known as The Private Trust Company.
The Summit Asset Management team uses WealthVision to assess the six key areas of financial planning.