Connect with Top-Rated Financial Planners in Gig Harbor!

Our team has over four decades of combined experience in the financial industry. With two Certified Financial Planners and two Certified Public Accountants on our team we have a more informed combination of professionals to guide you to pursue your financial goals in the most tax-efficient way possible.

Summit is a boutique wealth management firm that helps individuals navigate their financial journey by providing personalized guidance and expert advice. We take the time to understand our clients' goals, aspirations, and values to create a tailored plan that aligns with their unique situation. Our team of experts offers a comprehensive range of services, from investment management to estate planning, to ensure our clients achieve financial wellness and peace of mind. We believe that wealth management is about more than just numbers and charts - it's about understanding who our clients are and what they care about.

We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions and service that allow you to focus on what you care about most. Start your journey today with our team of professionals who are committed to helping clients make thoughtful financial decisions and helping them attain confidence in their financial future. Our process, the PLAN Success Cycle, is designed to understand your financial goals and develop a plan to pursue them effectively.