Summit Portfolio Management

Our Story

Summit Portfolio Management is a fee-only financial advisory firm founded on the premise that comprehensive wealth management needs to combine insightful financial planning with sophisticated investment strategies. Guided by Nobel-Prize winning research and driven by a commitment to transparency, we empower clients to achieve lasting financial success.

Our Fiduciary Responsibility

We hold ourselves to the highest ethical standards as a fiduciary. This means we are legally bound to act in your best interests, prioritizing your financial wellbeing above all else. Unlike traditional brokerage firms who often prioritize their own profitability, we are driven by a conflict-free approach, offering you objective guidance and a wider range of investment options.

1. Goals-Based Financial Planning

We collaborate with you to create a personalized roadmap towards your financial goals, encompassing every aspect of your financial life. This includes retirement planning, estate planning, investment management, and tax optimization.

2. Investment Management

Our "Portfolio Engineering" philosophy combines Nobel-Prize winning research with rigorous analysis to create portfolios tailored to your individual risk tolerance and goals.

3. Financial Independence Planning

We guide you in building wealth efficiently and strategically, maximizing your returns while minimizing taxes and unnecessary fees.

4. Tax Minimization and Legacy Planning

Our specialists work alongside you to optimize your tax strategies and ensure your wealth is protected and efficiently transferred to your loved ones.

5. Qualified Plan Consulting

We provide tailored guidance on maximizing the potential of your retirement and other qualified plans.

Our Guiding Principles

At Summit Portfolio Management, we stand by three core principles:

• Client-Centricity: We prioritize your needs and aspirations above all else.
• Transparency: We believe in open communication and clear explanations of our processes and fees.
• Innovation: We leverage cutting-edge technology and research to deliver the most effective wealth management solutions.

Empower Your Financial Future Today

Contact us to schedule a complimentary consultation and discover how Summit Portfolio Management can help you achieve lasting financial success.