We provide comprehensive wealth management for professionals, business owners and pre-retirees seeking true financial planning and solutions to complex financial issues. Find out all the ways Summit can help you and your family navigate the financial world and help prepare for your future! Risk Number technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics.
By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.
By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.
Services
We believe that each member of our professional family is a vital and important part of our overall success, and are fortunate enough to have enthusiastic, dedicated and hard-working individuals making up the Summit team. It is the long history of humankind that those who learned to collaborate and improvise most effectively have prevailed.
Our firm specializes in helping professionals, business owners and individuals develop sound retirement strategies. Please take the time to explore our website and the vast amount of information provided in the Resource Center. We offer personalized, hands-on service and educate our clients on financial concepts and products, while taking the mystery out of investing, insurance and preserving wealth.
Live Like Luca celebrates the life and legacy of Luke's late grandson, Luca Calanni, by following his example of kindness and caring. It is the Foundation's mission to help all children experience the joys of participating in sports, camps, the arts and other activities that made Luca's light shine bright.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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