Exclusively for individuals in the HealthTech and MedTech industry
In this challenging economy, you have probably thought about your complex situation or are just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances. Here at Summit Investment Advisors, we have created a complimentary second-opinion service to fill this need.
Working with a team that redefines wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. Clients of Summit Investment Advisors, however, benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Our consultative process
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to pursue them. The five steps below is the process our valued clients experience with us. Through our second-opinion service, you can enjoy a portion of this experience at no cost.
Full client experience
What to expect from our second-opinion service
We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, you then will return for the Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and pursue your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.
Schedule a meeting or call 651-490-2939 today.