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.


Our process is pretty simple. We listen, keep listening, and then listen some more.

Our Process Research Design Review Update


Before we recommend a course of action, we really get to know you. We ask questions to get a clear understanding of your circumstances and financial objectives. We then analyze your existing plans to see if they meet your current and future needs.

We understand that experience, process, and knowledge are not the only components of successful wealth management. It is vital that you have a connection with your financial professional. To that end, members of Summit Wealth Management hold all initial meetings without fee or obligation in order to provide prospective clients an opportunity meet our team.


We prepare written recommendations to fill in the gaps and to help you reach your objectives more efficiently. We utilize some of the most powerful planning and research software in the industry and collaborate with subject matter experts to assist us in our plans.  This provides added confidence that your financial strategy is a blend of your dreams and goals in alignment with technical research.


We may find that there are additional questions or new concerns.  Or it may be that our strategy is a perfect fit. Implementing a financial strategy can take a few days or a few years. At Summit Wealth Management, the client sets the pace.


Your financial situation will change. Through periodic reviews, we will monitor the performance of your strategy and ensure that it is always focused on pursuing your goals.

Not Convinced?

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