Everybody asks the question, “Will I have enough?” This can be an especially hard question for a widow to answer. Our purpose, is to empower widows so they don’t feel like they are going to become a “bag lady” dependent on their family for financial support.
This is accomplished using a unique consultative approach, along with the help of our expert team of the top legal, accounting and insurance minds. Together, we merge life transition management with traditional wealth management, so our clients can live a simple and elegant life.
Summit Wealth Management is focused on helping a select number of widows, for whom we can have a significant impact, by helping them regain control of their financial life.
For those interested in our approach we schedule a complimentary mutual discovery meeting. This meeting is an opportunity for us to listen thoroughly and identify the best way to provide help. Too, this is a time to determine fit. We only work with a those clients for whom we can have a significant impact. If we determine we are not a mutual fit we will refer you to a more appropriate firm.