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 offer comprehensive wealth management. Essentially that means we can help with just about anything related to your finances. We excel in wealth management and accumulation, estate and retirement planning, and can even help with strategies to grow your business and manage your tax burden.

But we can also help with things you might not initially think to ask about. If you’re investing in real estate, we can advise you how best to finance it; if you get a new job, we can walk through your benefits package; and when you’re ready to set up a charitable trust, we’d be delighted to help. When we say we’re your partners, we really do mean it.

Comprehensive means we make sure everything is working together and in harmony as we’ve planned, to help you reach your ultimate goals.

Partner with an Expert:

Not Convinced?

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