The Summit Planning Advantage
Our process integrates investments, insurance, retirement, estate, tax, and business planning into a single coordinated plan, meeting our clients' goals across all facets of their financial life.
Our proprietary 7-T PROCESS™ systematically identifies and seeks to maximize every income and estate tax savings opportunity within all of our planning recommendations.
We strategically allocate across traditional equities and fixed income alongside alternative and private market opportunities to optimize risk-adjusted returns, enhance cash-flow stability, improve diversification, access unique private investments, and further mitigate taxes.
Our PROFESSIONAL STRATEGY TEAM, composed of CFPs, Tax Attorneys, CFAs, CPAs, and Insurance Specialists, collaborates on the design of every financial plan, ensuring seamless integration of all disciplines into one holistic framework.
Our strategy team think tank continuously researches the evolving tax code, planning strategies, and the investment and insurance landscape, bringing cutting-edge solutions tailored to meet our clients' complex needs.
43 years guiding high-net-worth families through diverse market cycles, tax regimes, and personal life changes, with experience across liquidity events, business transitions, and inter-generational planning.
As a privately owned firm that doesn't manufacture or promote financial products, we've built a best-in-class, open-architecture investment and insurance platform that provides access to a select group of external providers. Our structure keeps us firmly on the client's side of the table, delivering unbiased advice tailored to each client's unique objectives.