WELCOME TO SUMMIT ADVISORS, LLC
Summit Advisors, LLC is an independent financial and tax planning firm with a uniquely personal approach. We take the time to get to know you, your dreams and your financial goals. We then identify the precise investment strategies to help you achieve them. With nearly 35 years of experience managing investment portfolios through myriad market conditions, our objective and prudent Advisors have the knowledge and experience to guide you to the peak of your financial well being.
OUR SERVICES
- Investment Management
- Tax Planning
- Financial Counsel
- Legacy Architecture
- Retirement Planning
- Charitable Giving
- Employee Benefits (401k)
- Insurance Assessment
OUR MISSION: ASCEND. ACHIEVE. ENJOY.
At Summit Advisors our primary mission is to help our clients ascend to the peak of their financial well being, achieve their financial goals and ultimately, enjoy the rewards of their wise financial decisions. We specialize in creating diversified investment and retirement portfolios, establishing durable streams of income and in reducing taxes; all of which we do in order to help our clients fulfill their dreams and leave lasting legacies. We care about what you care about.