The Summit Journey

Shared Vision – Shared Commitment

The Summit journey began a decade ago when founders Nathan Bennett, Steve Wilcox and Don Ledoux turned a lunch meeting into an impromptu strategy session about building a wealth management firm. The friendship and trust our founders share from years of collaborating on clients laid the foundation for the firm. A few months after sharing their vision, Summit was born and our journey was underway. A decade later, with many more clients and team members, Summit journeys forward, helping clients achieve their dreams.

The core principles of Summit remain the same today as they were in our infancy: Placing clients at the forefront of our efforts, providing unparalleled support for our people, and making an impact in our community.

Our clients are everything to us. We know them deeply, we love them, and we are committed to their success. We are their stewards along life’s financial journey, and we do our best to nurture and guard the wealth they have spent a lifetime creating.

Our people are the lifeline to our clients and their goals. We provide our advisors with all the tools and resources available to keep them abreast of industry trends and insights. The result: a committed team focused on delivering the very best results for you and your family. Similarly, our service teams are vital to our success and our client experience. Our people are like family, and they make us who we are.

Finally, we want to impact our community for good. If we can’t make a difference in our community, we aren’t interested in being in business! We foster and celebrate a culture of outreach and volunteerism. Our people are involved in many charities and service organizations, and we are strongly committed to educating our youth in the area of personal finances.

We invite you to join us on our journey and learn more about how Summit helps clients chart their course for their financial future.