Our systematic approach assesses your current circumstances and where you expect to be as you approach new milestones. The steps we take to reach your objectives are straightforward. Yet, the result is a well thought out plan focused on adding value over the long haul.
At Summit Wealth Management our process is relationship driven
- Get to know you—We discover what you want to accomplish financially and assess where you are now. What are your assets, liabilities, risk tolerance, stage of life, etc.?
- Explore your options—We determine which types of investments you should consider.
- Educate you about your choices—We help you fully understand the risks and rewards associated with the investment options we recommend to you.
- Select investments that are right for you—We optimize your mix of investments and the percentage of your wealth invested in each of them.
- Monitor and review your investments—We review your holdings on a regular basis and make changes as needed.
- Make recommendations for improving value—At a minimum, we meet with you annually to discuss your portfolio. In between, informing us of any life-changing event such as a birth, death, divorce, job loss, inheritance, or other significant change in income helps us keep your portfolio on track.
Our investment strategy is value driven
Anyone can propose the next hot stock or suggest a steady mutual fund. Summit Wealth Management adds value by providing a comprehensive strategy that includes investment management, tax planning, and estate planning.