Summit Financial Advisors

Client Experience

At Summit Financial Advisors, we believe that life is about more than just money. Money is an important resource, and when managed correctly, it can provide the foundation for the life you envision. We understand the complexities accompanying significant or concentrated wealth and have a proven track record of navigating these risks and opportunities. Our clients have trusted us for over 25 years to organize many aspects of their financial lives, with retirement planning as the centerpiece and their values as the anchor. As trusted and knowledgeable advisors, we provide independent advice, elevated service, and privacy with uncommon integrity.

Our Mission

Our mission is to be the single resource for comprehensive wealth management with deep and meaningful relationships that can last for generations. As a boutique advisory firm, we serve a select group of emerging affluent and high net worth clients and their families. We take our fiduciary responsibility seriously, and our clients can expect a relationship based on integrity, trust, confidentiality, and transparency. Our team members follow the New Golden Rule - to treat others as they would like to be treated while being open-minded and understanding.

Our Team

Our team members have diverse backgrounds and expertise, allowing us to provide a wide range of services to our clients. We have a managing director, wealth manager, client services and compliance, financial planning, portfolio administrator, and investment advisor. Our team is equipped to handle all aspects of our clients' financial lives, with retirement planning as the centerpiece and their values as the anchor.

Services Offered

We provide coordinated planning, investments, tax services, and business advisory services. Our planning services include dynamic cash flow modeling, portfolio risk analysis and stress testing, goal-based scenario planning, and advance planning for equity-based compensation, tax mitigation strategies, sale of a business or real estate, and optimizing charitable giving strategies. We offer proper diversification, risk and return assessments, tax planning, and analyzing expected returns for our investment services. Our tax services include planning and preparation, fiduciary trust and estate accounting, cross-border tax services, and estate, trust, and business valuation. Lastly, our business advisory services include operational assessment, pricing study, transition options, value acceleration, OTC hedging and monetization, property and casualty insurance, specialized coverages, and specialty lending and estate documentation.

At Summit Financial Advisors, we understand that each client has unique needs and goals. Our services are tailored to our clients' specific situations, and we work collaboratively with them to create a comprehensive wealth management plan. We believe in the importance of treating others as they would like to be treated while being open-minded and understanding. Our clients can expect independent advice, elevated service, and privacy with uncommon integrity from our team.