Summit offers full-service, objective advice and planning at reduced cost to our clients both individual and business. Services include: fee-only financial planning, risk-appropriate investment management, individual and business planning, investment and retirement economic forecasting, wealth management strategies, risk management and estate planning.  Insurance may be purchased through Mike Baumstark, an Insurance Agent and Insurance Consultant on a commission basis.

Summit is devoted to serving a very select group of individual clients, families and businesses. Our firm tailors its planning and advisory services to the particular circumstances of each client.  We strive to help people “Reach Their Personal Summit!”

Summit does not employ the  typical commissioned investment strategy.  We employ fixed income, sector investments, index strategies and select equities to complete client portfolios on a fee only basis.  Summit investment management carefully mixes these investments to form a diverse set of choices for our clients.  Summit Wealth Management is able to offer full service to clients at very cost-effectve pricing.

To become a client of our firm, an Introductory Appointment is required.  An analysis of your preferences and specific circumstances follows, resulting in the production of your investment plan.  If hired for full financial planning services we may then construct your Personal Summit Life Plan (PSLP) --that covers over 35 areas of personal and business planning including Family Security, Taxes, Retirement, Education, Estate and Business Estate, Risk Management and Investment Planning). Your plan is then implementated by hiring Summit as your advisor.  Regular meetings with us each year keep our clients informed and commited to their successful plan.