The Advice You Need.
The Personalized Service
About the Summit Team
For nearly twenty years, our dedicated team of fiduciary advisors has been providing transparent, straightforward, fee-only wealth management and investment services that our clients trust and recommend to their families and friends.
We work with our clients to build a well-diversified portfolio that works specifically for you.
We work with you to understand your retirement goals so you won’t be left wondering if you’re saving enough.
Who We Are
Summit in the News
Inheriting Chaos With Compassion
Jennifer Luzzatto’s Book Interviews
Jennifer has been interviewed by a number of different podcasts who have all had her share her experiences. If you’re interested in finding out more about Jennifer or want to hear more about her story, then listen to these interviews.