Inside This Edition …
Subscribe to our newsletter here.
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!
MSIRobotS U M M I T