In a world of complexity, we provide personalized guidance and solutions to help simplify and pursue your financial goals. At Sea to Summit Wealth Management, we offer full wealth management solutions and act as the primary point of contact for your financial needs. We are dedicated to providing comprehensive analysis, objective advice, and ongoing education, enabling you to make well informed financial decisions.
From individuals and business owners to corporations and non- profit organizations, our services are designed for your success. Based on years of experience, our team provides custom solutions supported by technical experience and extensive resources. We offer a wide range of tailored investment and advisory services to help meet your specific goals and objectives.
From individuals and business owners to corporations and non- profit organizations, our services are designed for your success. Based on years of experience, our team provides custom solutions supported by technical experience and extensive resources. We offer a wide range of tailored investment and advisory services to help meet your specific goals and objectives.
Services
We have worked in the wealth management and financial planning industry for more than 35 years, serving a vast array of individuals, businesses, and non-profit organizations. Our diverse professional and personal experiences enhance our ability to provide you with an exceptional depth of knowledge, and we thrive on the challenge of finding solutions to suit your specific needs.
Christopher L. Willis, CFP(R), AIF(R) is a Registered Representative and Advisory Associate of Cetera Advisor Networks LLC, a full service Broker/Dealer and Registered Investment Advisor, member SPIC. Chris earned a Bachelor of. Whitney L. Willis, CFP(R), CAIA is a Registered Representative and Advisory Associate of Cetera Advisor Networks, LLC, a full-service Broker/Dealer and Registered Investment Advisor, member SPIC.
We take a highly personalized approach, driven by the unique goals of each client and their particular situation. We dedicate significant time and effort to understand all aspects of a client's needs, gathering any relevant data and consulting with other professionals as needed. We offer a detailed and disciplined approach to each client's situation when managing their investment assets and developing their long-range financial plan.
We provide a wide range of wealth management services and solutions, customized for each client. We work extensively with individuals and their families, businesses, and non-profit organizations to meet their specific needs.
We draw upon our technical experience to analyze every case and, as the complexity of the situation dictates, lean on the services provided by our Advanced Planning team, Retirement Plan Services department, independent third-party administrators, or the advice of a CPA or attorney.We are very knowledgeable and comfortable navigating the complexities of investments, trusts, and qualified retirement plans, to name a few.
We draw upon our technical experience to analyze every case and, as the complexity of the situation dictates, lean on the services provided by our Advanced Planning team, Retirement Plan Services department, independent third-party administrators, or the advice of a CPA or attorney.We are very knowledgeable and comfortable navigating the complexities of investments, trusts, and qualified retirement plans, to name a few.
The Cetera Advanced Planning Group provides thought leadership in the areas of wealth transfer and estate planning, retirement distribution planning, tax planning, life insurance planning, stock options as well as business and succession planning.
Professional Experience As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group.Using more than 30 years of.
Professional Experience As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group.Using more than 30 years of.
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