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Our Clients

We are all different, but we are all the same.

While the specific details of all of our client’s lives are unique, our clients are alike in the sense that they come to us with a shared purpose: to spend less time worrying about their money and more time living life. They want an integrated solution for the management of their assets, they are open and receptive to advice that will help them grow, they encourage and appreciate our collaborative approach and they tend to have a long-term, “big picture” perspective when it comes to their finances.

We attract what we are: care-givers, advice-givers, direction-givers and inspiration-givers.

Our clients are givers. At Summit, we have had the immense privilege of serving many generous, caring, inspirational, knowledgeable and talented professionals. We like to think that our clients mirror back to us our own best qualities; we attract what we are. Our clients have carefully built their careers on the pillars of service, trust, knowledge and talent and they demand a financial advisor who not only rises to the standards they have set forth, but exceeds their expectations. We operate under the belief that the more you give, the more you receive.

Our Clients: (Often include but are certainly not limited to!)

  • Physicians
  • Entrepeneurs
  • Attorneys
  • Executives
  • Engineers
  • Educators
  • People in Transition
  • Business Owners

We Have the Tools and Background to Provide the Services That May Fit Your Needs



Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

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