Blue Summit Financial Group

At BLUE SUMMIT Wealth Management, we believe that success is a journey, not a destination. You know from the very start that our entire staff truly cares about helping you plan to achieve your financial dreams.

Whether it is dealing with an inheritance, managing a foundation, starting a company retirement plan, sorting out a life transition, or handling the sale of your business, we take the time to get to know your needs and goals, establish a plan of action, and help you keep on track.At BLUE SUMMIT Wealth Management, our specialty is designing plans that meet your financial goals and stay in line with your values.

Would you like to feel financially secure? Did you know that your investments can make you money AND make a better world? Whether it is aligning your investments with your values, sorting out a life transition, dealing with an inheritance, planning for retirement, or saving for a child's college education, we take the time to get to know your needs and goals, establish a plan of action, and ensure that you keep on track.

Is your 401k plan up-to-date? Are you considering whether to start a company retirement plan? Offering employees the opportunity to invest in a 401k or other company sponsored retirement vehicle can help attract and retain the right kind of talent to your firm, encourage a sense of loyalty and commitment, help contribute to a positive corporate culture, and improve productivity; all key factors in your company's long term success.

Do you know what investments are in your non-profit portfolio? Are these investments working for or against your mission? Most endowments and foundations are established to help further a particular cause and therefore it makes perfect sense that your non-profit monies be aligned with your purpose.

Our clients work with us because they want their investments to earn a competitive financial return while aligning with their strong environmental and social ethics. At Blue Summit Wealth Management, we have been specializing in Sustainable & Responsible Investing for over 25 years. Our investment models integrate ESG (Environmental, Social and Governance) criteria into the selection of their stock or bond holdings.