Quarterly Newsletter

Summit Perspective Spring 2021 EditionSpring 2021

Inside This Edition …

  • Feature Article: Summit Celebrates 15 Years of Enriching Lives
  • Summit Spirit Award: Gina Morais Sings the Praises of Culinary Angels
  • Summit U Presents: Retire Wise, and Through the Maze: Understanding Social Security and Medicare
  • Staff Spotlight: Congratulations to Gina and Connor
  • Spring Cleaning Paper Shredding
  • Watch Us! Our YouTube Channel Has Arrived!
  • Summit Trivia Challenge

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Summit Celebrates 15 Years of Enriching Lives

Fifteen years ago, the founders of Summit sat around a restaurant table and sketched out the framework for a wealth management firm that was different than any we had experienced in our careers. We knew we were creating a planning-centric firm that puts its clients first, we would endeavor to provide all the tools advisors need to be their best, we would treat employees like teammates, and we would make a difference in our community. That little sketch became reality on April 1, 2006, as four people filled with passion launched a company aimed at doing things better. Fifteen years later, our tribe is now 38 members strong, and our trusted clients trust us with $2 billion of their life savings!1

It has been a journey, but one full of joy and gratitude – enriching the lives of our clients, our people, and our community along the way. Soon after inception, it became clear that to serve at the level we desired, it was going to take great people supporting the effort. Thus, we needed to grow. Furthermore, those great people needed paths to grow professionally, or they would seek employment elsewhere. Thankfully, our firm kept growing and challenging our best people to take on new challenges. While our teammates will tell you that there has never been a dull moment at Summit, they have more than risen to the occasion!

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Previous Issues

Winter 2021
Fall 2020
Summer 2020
Spring 2020
Winter 2020
Fall 2019
Summer 2019
Spring 2019
Winter 2019
Fall 2018
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Spring 2018