Manifesto

Most therapists see a therapist.

The Seattle Seahawks have almost as many coaches as players.

And even the most seasoned climber doesn’t summit Everest without a Sherpa.

You know why?

Because having a guide helps.

If you don’t know the way, a guide is indispensable.

But even if you’re an expert or well on your way, a guide can offer assurance, show you a few shortcuts and make sure you don’t stray off course.

We are guides.

And we help people navigate something far more compelling than a trail or path or investment opportunities and the market.

We don’t start a relationship by offering hot stock tips and patent-pending investment strategies.

We sit down and get to know our clients.

Where are they in their lives?

What makes them happy and fulfilled?

What do they want from their future?

Once we know where they are and where they want to go, we can set out on a journey to get there together.

And hey, if we decide we want to change where we’re going or take a different route, that’s okay too.

We’re expert guides, so we can help even the most sophisticated investor, but we pride ourselves on making the complicated easy to understand for everyone.

So we don’t put our arms around a client’s portfolio and drag it over to our side of the table and tell them we’ll take it from here.

We work with our clients to make sure they understand and are invested in the decisions we make.

We don’t sell our clients products; we help them make choices.

About the kind of life they want to live.

About when and how they want to retire.

And what kind of legacy they want to leave behind for their families, their communities, and the world.

We are Summit.

And we know it’s a bit cheesy, but darn it, we believe this to be true.

We guide our clients towards their dreams.

 

We believe...

wealth management is more than numbers, charts and hot stock tips. For us, it’s about listening and learning about who you are, where you are in your life, and where you want your journey to take you. Then we work together to help you get there and make sure you stay on the right path.

About Us

We are an award-winning, client-driven wealth management firm with clients spanning the globe. We are a boutique firm, but we have partnered with Commonwealth Financial Network, which means we offer the best of both worlds. We avoid the pitfalls of a complex corporate hierarchy, so we are focused on our clients and their business, instead of our own. And yet we have the resources, expertise and comprehensive range of services of a one hundred billion dollar broker/dealer. We pride ourselves on being professional and are very, very good at what we do. We also love what we do, and we aren’t afraid to show it. We are headquartered in Gig Harbor because it is an incredible place to live, and we love being an active and engaged part of our community. Another passion is serving the community we live and work in every day.

Meet the Team

6625 Wagner Way, Suite 320
Gig Harbor, WA 98335

(253) 858-2884
info@summitplans.com

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