Do you ever think about how your current investment plan could be improved?
Or maybe you have a plan in place, and you wonder if it could be managed differently to achieve its purpose more efficiently.
At Summit Wealth Management, we can make a tailored plan for your wealth and manage it to help create the life you want to live now and the meaningful legacy you to want leave behind.
How and Who We Serve
While our clients differ in age and aspirations, our investment planning knowledge helps make their goals attainable.
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Retirees who want to focus more on enjoying their time than budgeting |
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Business owners who want help maximizing cash flow |
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Healthcare professionals who want their money to work smarter |
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Business executives who want to simplify complicated compensation packages |
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Professionals who want to start planning their future, today |
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Affluent households interested in creating, growing and preserving their wealth |
To assist them, we help create an investment plan that features an appropriate mix of:
Wealth Management
Estate Planning Strategies
Investment Products
Retirement Planning
Education Funding Analysis
Our Philosophy
You— and your wealth’s goals — guide everything we do on your behalf.
For you, that means we approach investments with:
For you, that means we approach investments with:
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A meticulous planning process |
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Independent thinking and objective
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An intent to provide tangible results, achieved
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How Our Clients Describe Us
• Experienced |
• Dedicated |
• Available |
• Transparent |
• Capable |
• Committed |