Simple & Elegant Wealth Management For Widows & Their Families
Summit is a Fee-Only registered investment advisor. Our practice focuses on helping widows gain, or regain, control of their financial life. This is accomplished through a unique 5-step consultative process covering wealth preservation, wealth enhancement, wealth transfer and charitable giving.
We only work with those for whom we can have a significant impact. When the time is appropriate contact us to schedule a complimentary discovery meeting.