At Summit, Wealth Management is a life-long journey of guiding the entirety of your financial life to help you “get there” and stay there – after defining what “there” is for you. It is an intensely personal journey where each area of financial life is evaluated in the context of your big picture.
We care enough to dig deep to define your goals, and why they matter to you. Then, and only then, can we feel confident creating a roadmap and the resulting action steps. With a financial plan in place, our role is to be your coach and guide you through the challenges, celebrations, and milestones on your journey. It is a dynamic process where your wealth is shepherded according to your life and your life’s ambition. We invite you to read more about the components of Wealth Management:
This is where it all begins. We will sit down together and get real about your goals, your dreams, your current financial situation, and the resources available to you to help you “get there.” We typically ask more personal and comprehensive questions than you might expect, and the answers help us plan for your future.
Of course, the management of your investment nest egg is a central aspect of what we do. We subscribe to the time-honored techniques of diversification, asset allocation, and tax management and behavioral coaching, to deploy your investments in a manner that will grow capital to meet your goals and help you enjoy a lifetime of income.
Nobody knows what tomorrow may bring. That’s why preparing for life’s uncertainties is an important component of any wealth management strategy. We will make sure the risks of dying too young, being unable to work, or needing care in your older years aren’t events that can derail your plan.
You have spent a lifetime accumulating assets, yet many people haven’t spent even an hour planning how to pass it on. As you contemplate your estate plan, there is much to consider from both an emotional and financial standpoint. Often, we are able to inspire legacies that go beyond individual families and reach the greater good of the community.