Our Approach

Our wealth management approach is simple: we care about what you care about.

At Summit Advisors, we work closely with our clients to get to know your unique needs, wants and future goals. Once we have established a deep rooted understanding of what drives you forward – we take the time to develop a highly personalized investment, insurance, retirement, charitable giving and legacy plan. After working with you to envision a comprehensive wealth management strategy, we carefully orchestrate every aspect of its immediate implementation.

We believe that with the right financial foundation, our clients can lead more fulfilling lives – by attaining their personal dreams and building a legacy worth leaving. While we understand that that money isn’t everything, it’s certainly quite important, especially in these uncertain and often trying times. By equipping our client’s with the knowledge and tools to make prudent and wise financial decisions now, we believe they’ll have a whole lot less to worry about in the future.

“Go confidently in the direction of your dreams, live the life you have imagined.”

– Henry David Thoreau

Every plan is as unique as you are.

No two people are exactly alike, nor should their financial plans be. We approach each new client objectively and base our advice on your unique needs and goals. When your world changes, so should your financial plan. There will never be a time in your life when your finances are not important, so we make suggestions and updates to your existing financial plans that are in line with whatever direction your life takes you. More than just an advisor, we are your financial partner for life.

We remember the golden rule.

Summit Advisors, LLC is an independent tax and financial planning firm. Our goal is to find effective ways to reduce your taxes increase your wealth and enhance your financial wellbeing, all while adhering to the strictest fiduciary standards and ethics. We strive to be completely transparent in our approach and communicate very openly with our clients about their wealth management plans, market changes, research findings, results, our fees/commissions, etc.

Your trust means everything to us.

It doesn’t get much more personal than talking about your finances – they have a way of creeping into every aspect of your life. We are often needed most during times of triumph and personal tragedy and we always respect your right to privacy and absolute confidentiality. Your trust in us is of utmost importance and is the key to our having a successful, long-term partnership. At Summit Advisors, our client’s interests always come first.

Summit Brokerage Services, Inc., Summit Financial Group Inc., and its affiliates do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.

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