Superior investment advice always involves planning for the future.   In our capacity as investment advisors, we help you set long range goals and understand your tolerance for market value fluctuations.   Investment planning is necessary in order to choose the most appropriate asset allocation and investment managers for your specific needs.

Yet plans for the future can suddenly change when families and individuals experience sudden life events such as lost jobs, like those shown by the links at left.  Major life events almost always change financial goals and investment strategies.  That is why it is important we stay in close communication with you and make necessary changes to your investment plan when you experience major life events.

Whether you are planning for the education of children or grandchildren, a major career change in your fifties, retirement in your sixties, the sale of your business, or protecting your financial assets from estate taxes, Summit works with your attorney and CPA to make sure you have adequate financial plans, appropriate legal documents, and effective implementation to accomplish your financial planning goals.

The Principals of Summit Asset Management have experience helping clients implement family partnerships, grantor trusts, generation skipping trusts, wills, revocable living trusts, qualified personal residence trusts, charitable trusts and foundations, and insurance trusts.  Document preparation is only the start.   Success can only be achieved through effective styling and management of the assets.