About Us V2

When it comes to financial matters, it’s easy to see where you want to go. It’s harder to figure out who can help you get there. We begin our work with you and your goals rather than with products, recognizing that getting your finances in order should help you get your life in order. We provide financial well-being at the most personal level, and we do this for a select group of clients.

Faced with more demands on capital, more investment options, and more uncertainty than ever, you can count on us to listen to you intently, understand your priorities and offer expert judgment. Wealth management isn’t sales. It’s an approach that combines asset management with expertise and relationships. We believe that the only way to deliver the right wealth management strategy is to fully appreciate your unique circumstances, your concerns and your goals.

Summit Place is an independent financial advisory group. We do not sell products, earn commissions, or have a quota to meet. That means that there is never a conflict of interest, and never a hidden agenda. Just advice tailored to you.

We take the time to build long-lasting, substantive relationships with you and your family. We work with you, your children, and even your grandchildren, and we consider all these people and their accounts as part of one relationship. We recognize that relationships we carefully build now can span generations to come.

To be successful, any wealth management plan needs to grow out of a productive partnership. It begins with your values, your plans and your legacy thoughts. We listen carefully to all you have to share. And we listen to your questions too. We will offer you answers and even refer to outside expertise to help you make empowered decisions regarding your wealth. When it’s time to coordinate your plans with tax, estate and insurance experts, we will be your advocate. We build independent relationships with these experts to assure you receive the best coordinated advice. We invest the time to build a partnership together because we genuinely care that your plans will meet your exact needs.