Our Primary Areas of Specialty
We handle all aspects of your financial life, with access to an all-inclusive suite of products and services to address your specific needs. Our primary focus is on the areas we consider to be most essential to designing a plan aligned with your goals.
We believe the best way to guide you along the road toward financial independence is to create a personalized investment strategy centered on helping you find opportunities in any market condition. We advocate a disciplined approach to managing your assets and will tailor a strategy specifically for you.*
Our firm uses a variety of tools and techniques to help you determine how your actions can impact your financial goals. We calculate your risk tolerance by assessing your current financial situation, future needs, timeline and comfort with risk, then work with you to create a fully customized investment portfolio.
Estate Preservation and Distribution
We help you consider the diverse array of asset ownership structures, all of which can impact your wealth preservation and transfer. We discuss the state of your wills, trusts or other vehicles in use to preserve and manage your estate during your life, and also analyze future scenarios to identify potential tax liabilities.
*Financial Planning offered through Summit Investment Advisory Services.