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Pearce Landry-Wegener profiled in Financial Advisor Magazine

February 2, 2016

Eric Rasmussen from Financial Advisor Magazine wrote an article about Pearce and Summit Place Financial titled "From Footlights...

Discussing Money with Adult Children

January 20, 2016

Your children are now grown and on their own, but perhaps they keep coming to you for some supplemental cash. Maybe you have...

Happy New Year to All!

December 30, 2015

2015 will come to an end in just a few short days and as we look forward to another year with our clients and loved ones we...
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Liz coauthored Trust & Estates article “The Long and Winding Road”

December 22, 2015

Liz and the Investment Committee for Trust & Estates magazine wrote an article about significant market developments in 2015...

Give the Gift of Financial Literacy

December 18, 2015

In this season of giving, it’s easy to get caught up in the shiny and the bright.  Wouldn’t we all like the newest tech, or...

Gifting Valuable Assets this Holiday Season

December 3, 2015

It’s the gift giving time of year!  Although anyone can write a check to their loved ones or favorite charity, you may want to...

Happy Thanksgiving!

November 20, 2015

Thanksgiving seems to kick off the holiday season for all of us. As we gather to celebrate with family and friends throughout...
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Forbes features Liz in “Five Ways Not to Get Killed when Rates Rise” article

November 9, 2015

Forbes writer Ky Trang Ho featured Liz as a panelist in her article "Five Ways Not To Get Killed When Rates Rise". Liz describes...
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Trust & Estates features Liz’s article on market uncertainty

November 2, 2015

Liz's article for Trust & Estates magazine provides answers to 3 questions facing us in these times of market...

Budgeting Doesn’t Have to be Spooky

October 29, 2015

Many people know they should create a budget but are afraid of it; the thought of gathering lots of data and making decisions...

Ease Your Financial Worries with “Thriving in Turbulent Times”

October 8, 2015

Our white papers at Summit Place are designed to highlight financial topics important to clients and visitors. We consistently...

Beneficiary Strategies for 529 Plans

September 16, 2015

529 plans can be an attractive vehicle to save for higher education expenses.  The plans are tax deferred while invested, and...