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.

 

Is the Cloud Secure Enough for Me?

Presented by Edward W. Grogan, IV Have you ever used Dropbox or Box.com? How about web-based mail, like Gmail, Yahoo! Mail, or Hotmail? If you consider that all of these are clouds—as are most Google apps—it’s hard to find an Internet user who doesn’t have some information in the cloud. As cloud-based services become more […]


Medicare Basics You Need to Know

Presented by Edward W. Grogan, IV The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common questions […]


The Family Conversation: Addressing Your Health Care Needs in Retirement

Presented by Edward W. Grogan, IV Maybe you and your family have already attempted to have “the conversation.” You know the one: the discussion about your and your spouse’s assets and what will be done with those assets during the rest of your lives and after you pass away. Perhaps, because of your children’s sibling […]


What We Learned from the WannaCry Ransomware Attack

Presented by Edward W. Grogan, IV If you’ve checked the news in the past month, you’ve likely heard of the WannaCry ransomware attack, one of the most widespread cyber attacks to date. Security experts estimate that more than 200,000 users have been infected with this malware. Once infected, all information on the user’s computer is encrypted […]


Why You Need an Estate Plan for Your Digital Assets

Presented by Edward W. Grogan, IV According to the Pew Research Center, 87 percent of Americans use the Internet. This means most of us maintain at least some personal and financial information online. We pay bills online, keep contact records digitally, and rarely print a photo—because it’s in our online photo album. Although this digitizing […]


Not Convinced?

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

Manifesto