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Who We Serve



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.

Agricultural Clients

Academics

Teachers

PhD & Research

Medical Professionals

C Level Professionals

Check the background of this firm/advisor on FINRA’s BrokerCheck.