The NextGen Path Personalized Financial Guidance for Your Unique Journey

It’s been a longstanding tradition of advisory firms to focus on clients nearing or in retirement given the complexities and challenges of creating a sound financial strategy that will hold up for decades post-career. This model, while noble and necessary, overlooks a younger generation of investors embarking on their financial journey.

Without the guidance of a dedicated advisor, this next generation is left to navigate a maze of robo-investment managers, online insurance platforms, and various lenders to construct their financial plans – an approach that lacks the cohesive strategy needed to address the full spectrum of their financial needs.

At Summit, we hold firm to the belief that sound advice stems from a holistic understanding of one's financial landscape, integrating every aspect before recommending any specific financial product. This conviction has led us to introduce The NextGen Path.

Our offering extends comprehensive guidance to young investors, regardless of their asset size, at an accessible price point. We recognize that strategic decisions made in your 20s and 30s, coupled with the magic of compound interest, can significantly shape your financial future.

It all starts with a conversation

At Summit we understand that everyone’s path is unique. Your financial journey is different than the generations that came before you. The NextGen Path is designed to cater to you where you are right now.

We take the time to get to know your story and what matters to you the most. We work with you to uncover the goals you want to achieve. Maybe your dream is to invest so you can retire early. Maybe it is buying your first home. Or maybe you simply want to pay off student loans or need help constructing your budget … whatever you strive to accomplish, we can help you get there. And as you grow your family, your income, your goals, we are there every step of the way to adjust your plan and keep you on track.

The summit difference

Here is what you can expect …

• Personalized, comprehensive planning designed to help you define and achieve your short- and long-term financial goals
• Access to cutting-edge software from your laptop or mobile device that lets you see the big picture and manage all your accounts in one place
• Straightforward, transparent pricing – no hidden fees
• Unlike Robo solutions, we offer an annual plan review with a dedicated advisor to help you stay on target.

The first step toward your future

The world moves quickly. A financial roadmap can lead you to where you want to go, and we can help you get there. Spend more time doing what you love and less time worrying about your future.