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.

 

Scam Alert! Protecting Yourself and Your Finances

The number of stories about fraudsters taking advantage of unsuspecting victims seems to grow by the day. Of course, it’s easy to think, “This will never happen to me!” But to keep your money and personal information safe, it’s vital to stay abreast of the latest scams. Coronavirus Email Scams Spreading We’ve all read the […]


Stay Home, Stay Healthy Mandate

Due to the governor’s “stay home, stay healthier” mandate, our physical office is currently closed, and my team and I will be working remotely. We will, however, remain available to support you and want to share some important information. We’re Running Business as Usual With the exception of face-to-face meetings, my staff and I will […]


Covid-19, A Note From Our Team

The physical, mental and financial health of our clients is paramount.  We here at Summit Wealth Management have chosen to err on the side of caution in response to the COVID-19 outbreak.  As such, we are not conducting in-person meetings for the remainder of March.  Please know that the Summit team will continue to work […]


Prioritizing Your Financial Health in the New Year

It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other loved ones. Whatever your […]


Charitable Gifting Strategies for the Season of Giving

For many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation or gift, however, it’s important to choose the right strategy, paying close attention to potential tax and legal implications. Charitable Giving If there’s a charitable organization you’d like […]


Not Convinced?

Read our Manifesto, it’s a real tear jerker.

Manifesto