Summit Wealth Management, Inc. serves clients of significant wealth who find that managing their finances has become increasingly complex, and they need a better solution. One that combines the finest personal service with advanced technology.

We accomplish this by delivering the guidance and services of a comprehensive family office.

Unlike many advisory firms, Summit has expertise in all areas of wealth services including Investment Advisory, Income Tax Planning & Compliance, Estate & Trust Planning, Risk Management, Philanthropy and Expense Management.

With Summit Wealth Management, Inc. you have the flexibility to build a team of specialists, with an open architecture, to source the best professional talent for every aspect of your wealth management strategy.

Summit Wealth Management, Inc. works with you to design an integrated plan that gives you complete control over your financial picture. Your personal Client Service Director meets with you to develop objectives for the short and long term. Your director draws on a team of experts in professional services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. And, if you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team to develop a life plan that best meets your wealth needs.

Your client service director helps you:

• Implement wealth accumulation and protection strategies
• Transfer wealth to family with lower tax liability
• Adapt to changing market conditions
• Proactively address complex tax issues
• Handle day-to-day personal accounting
• Consolidate your overall financial picture
• Meet your charitable objectives

At all times throughout the process, you will have access to your complete financial picture using our custom platform "Mountain view" This highly specialized online service gives you up to date snapshots of your portfolio of investments, With "mountain view" you can review a single consolidated statement that includes all of your accounts and financial service providers, enabling you to evaluate performance using a single, easy-to-use, secure source. We help you manage your expenses effectively by automating bill payment and expense management online. In addition, your personal financial picture will be integrated with your tax plan services to simplify tax preparation, reduce your time commitments, and improve accuracy and efficiency.