Experience the
Summit View Difference.
Fee-based Retirement & Wealth Planning
At Summit View Wealth, we believe in real, down-to-earth, honest conversations that will help you achieve the things you want for yourself and those you hold most dear. The members of our team live and work in the communities we serve. Mutual fit and authenticity are integral to the success of a plan, that is why each of us takes pride in spending quality time with our clients to truly understand what is important to them, what's going on in their lives and how confident they are in their financial plans.
We lead with education, including classes and sessions, not sales. Summit View earns trust by empowering people with knowledge before any advisory conversations begin.
SERVICES crafted with intention
Personalized Financial Planning & Investment Services
Financial Planning
Summit View Wealth is committed to learning and understanding each of our client's unique needs and wishes. We will work together to build a comprehensive financial plan that will encompass and address the matters that weigh most heavily on our clients' minds.
Investment Planning
Summit View is expansive enough to offer a full range of services and access to extensive investment opportunities, exceptional independent research and sophisticated investment management strategies that are all built around our clients' goals. Our firm is based on fiduciary duty, integrity and holistic, personalized solutions. We have no loyalty to any money manager or company; only to our clients.
Retirement Income Strategies
Deciding when to retire and how to source retirement income is a huge undertaking. Oftentimes, our team comes across clients who are approaching retirement with much apprehension; understandably so as most people only retire once. The Summit View Team has guided hundreds of clients on their retirement journey. Our experience reduces their stress, increases their confidence and leads them on a path to a more fulfilling retirement.
Plan Assessments
Our team will examine and analyze existing financial strategies and plans. Once we have a thorough understanding of where a client is currently and where they aspire to be, we then recommend the best approach to make their money last throughout their retirement years while maintaining the lifestyle they envision. Sometimes this means sticking with their current plan, at other times we may advise relevant and beneficial adjustments. Everyone's financial masterpiece is uniquely their own.
WHO WE ARE
Advice That Feels Personal, Planning That Feels Possible.
As an independent financial services firm Summit View Wealth Management is positioned to invest in areas that are specifically focused on our clients' needs — and not tied to any big organization. We select the resources that we believe are solely and completely in your best interests, using open-architecture technology. We uphold our absolute fiduciary responsibilities in all client relationships.
We’re proud to serve and be a trusted partner of the Greater Pittsburgh community and beyond.
START WITH EDUCATION
Attend a Retirement Planning Class Near You.
Summit View is on a mission to educate! Our team teaches retirement planning classes in and around the Pittsburgh area throughout the year. These no-pressure classes are designed to educate—not sell—and include a personal consultation with our team of professionals to help you apply what you learn. Whether you’re still a few years from retirement or already there, this is the class for you!
let's Get Started
Navigate Retirement and Lifestyle Changes with Purpose.
We’d love to hear your story and explore how we can help. Whether you're looking to retire soon or just want a second opinion, we're here to listen—no pressure, no jargon.