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.
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 […]
Presented by Edward W. Grogan, IV 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 […]
Presented by Edward W. Grogan, IV 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 […]
Presented by Edward W. Grogan, IV As 2019 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and Investments Revisit your retirement contributions. Review how much you’re contributing to your workplace retirement […]
Presented by Edward W. Grogan, IV For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase in cyberscams during November and December. To help you avoid becoming a victim of […]