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Investment Management

Having a thorough understanding of our clients’ financial lives gives us a sound basis for creating their investment plans. The most fundamental decision in those plans is the asset allocation decision. We believe that a diversified portfolio’s asset allocation has a greater impact on future performance than any other factor. We work to identify appropriate asset allocation targets for our clients.

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Financial Planning

The advisors at Summit have years of experience assisting clients with a broad range of financial matters. We have worked with clients on family partnerships, businesses transitions, retirement and estate planning, charitable giving, and the creation of all manner of trusts.  We walk with clients through everyday questions and complex issues to provide clarity and coherence.

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