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.


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 continue support you as if we were still in the office and will do everything we can to support you. If there is anything you need—for example, to open a new account, deposit or withdraw money, or submit paperwork—please contact us, and we will be happy to help. You may also access your account information electronically by logging into Investor360°.

Concerns About Market Fluctuation
With the recent market turmoil, you may have concerns about the effect the coronavirus pandemic will have on the economy and your portfolio. Brad McMillan, chief investment officer at Commonwealth Financial Network®, continues to offer thoughtful insights on a regular basis. His knowledge about the markets is well-respected throughout the industry, and his opinion, I believe, is one you can trust. You can read his latest commentary here.

Keeping Your Information Safe
Unfortunately, cybercriminals always try to take advantage of a crisis, and people become more susceptible to attacks. It’s important to stay vigilant and be on the lookout for suspicious emails—from unfamiliar senders as well as known names—as they may contain malicious attachments or links to fraudulent websites. For more information on defending against online scams, please visit the Cybersecurity and Infrastructure Security Agency.

Please Contact Us
If there’s anything you need, or if you would like to discuss anything about your portfolio, please call us at 253.858.2884. If we are unavailable, please leave a voicemail or email us, and we will get back to you as soon as possible.

Thank you, and please stay safe,

Ed Grogan