Silvercrest Wealth Planning

Our Values and Mission

At Summit Hill Wealth Management, we are dedicated to helping affluent families organize, protect, and grow their wealth. We believe that our values are the foundation of our success, and they guide everything we do.

EXCELLENCE IN SERVICE

We strive to serve our clients with excellence, dedicating ourselves to delivering exceptional results and exceeding their expectations. We believe that our clients deserve the best, and we are committed to delivering it.

GOLDEN RULE

We treat others the way we want to be treated, with kindness, respect, and compassion. We believe that empathy and understanding are essential in building strong relationships, and we make it a priority to cultivate these values in our daily interactions.

ALL YOU NEED IS LOVE

We believe that, at the end of the day, it's all about showing love to our family, loved ones, friends, clients, and colleagues. We strive to make a positive impact on those around us and create a sense of belonging and connection.

EXTREME OWNERSHIP

We take responsibility for our actions and outcomes, own our mistakes, and learn from them. We believe that accountability and a growth mindset are essential in achieving success and making a lasting impact.

Our Services

At Summit Hill Wealth Management, we offer a comprehensive range of services designed to help affluent families achieve their financial goals. Our services include:

• Financial Planning: We work closely with our clients to create a customized financial plan that aligns with their values, goals, and financial objectives.
• Investment Management: Our team of experienced investment professionals manage our clients' investment portfolios to ensure they achieve their financial goals and grow their wealth.
• Retirement Plan Set-up and Administration: We help our clients set up and administer retirement plans that align with their financial goals and objectives.

Why a CFP?

Becoming a CERTIFIED FINANCIAL PLANNER (CFP) Professional requires a deep understanding of financial planning and investment management. Our CFP professionals have undergone extensive training and have a proven track record of delivering exceptional results for their clients.

The Summit Hill Wealth Management 3D Process

Our 3D process is designed to help our clients achieve their financial goals and enjoy their lifestyle. Our 3D process consists of:

• Discovery: We spend time getting to know our clients and their finances in-depth.
• Design: We create a customized, comprehensive plan to help our clients achieve their financial goals.
• Deliver: We implement our clients' plans, ensuring that they achieve their financial objectives and enjoy their lifestyle.

Why Choose Summit Hill Wealth Management?

At Summit Hill Wealth Management, we pride ourselves on our:

• Fee-Only Approach: We are committed to providing unbiased, fee-only financial planning and investment management services.
• CFP Professionals: Our team of CFP professionals have undergone extensive training and have a proven track record of delivering exceptional results for their clients.
• Experienced Team: Our team of experienced professionals has worked with affluent families for over 20 years, providing them with the expertise and guidance they need to achieve their financial goals.