Essentially, we serve academia and similarly focused professionals whose passions and motivations lie outside of the money they earn.
In working with these professionals, our financial planners relate to their drive for excellence and the pursuit of their passions, since our whole purpose is to help people who are passionate get where they want to go simply and efficiently. We have experienced, passionate professionals that are in high demand, and as a result, they are in desperate need of a team of experienced financial advisors that act as their own financial concierge.
They often have little time to meet and contemplate what they have, where it’s at, and why it’s there—and further—what their next steps are, how they are going to get to the next financial base-camp, and when they have a calendar opening to stop and think—let alone stop and plan. That is why Summit is there. We are their “easy button” in the world of finance.
What academics, rocket scientists, research scientists, VPs, CEOs, CFOs, COOs, and other top tier professionals all have in common is their most precious commodity: time. They need a team that helps them maximize their time by helping them make wise decisions with their money.
We are available upon demand
We are proactively evaluating their financial plan for weakness and opportunity
We are reminding clients of their next base camp and the next step in achieving it
We are actively communicating to them their current update, alignment, and trajectory to their goals and any changes to be made to keep them focused and on path
Our scheduled updates happen in airports, terminals, offices, homes, cars, planes, and trains since the technology allows it and our clients demand this kind of flexibility
(We don’t do vacation updates since our clients need them as bad as we do!)
Business Owners & Entrepreneurs
Owning your own business is more than a full-time job. We understand the long days, tight schedules, budget constraints, and the sometimes detrimental effect of the unexpected crisis. Our entrepreneurial clients need a finance advisor who can take care of the investment details that can help expand and grow your business, while you focus on doing what you love.
Nothing says "legacy" like the family farm. While you spend your days in the warm sun, watching your children grow along with the crops, we'll be watching over your financial plan to make sure your children have a firm place to stand when you're ready to retire.
You work in your field because you love it and have a great talent for it. We understand, because we're there too. Continue to follow your passion, while we follow ours. Our financial advisors will keep a careful watch over your financial plan for you, so you can keep learning and exploring.
You've spent your whole working life serving others by providing our young people with a quality education. Now it's time to think ahead to when the last school bell has rung and you're off to enjoy some well-earned time on the lake.
PhD & Research
Burning the midnight oil is about to pay off, and you have some idea of what to do next. Just make when you achieve your hard-earned financial freedom to "measure twice and cut once" (as if you haven't thought of that already).
Spending your life as a healer is rewarding, but time-consuming. One day you'll be ready to retire with the feeling of a job well done. Summit can help make the most of your retirement, while making the present more comfortable as well.
C Level Professionals
You've never settled for less, and why should you? Being in charge has allowed you the freedom and responsibility to make the most of the resources at your disposal. With Summit, your financial goals needn't be another hat you have to wear.