As we continue to grow to meet the ever-changing needs of our clients, we consistently strive to honor the firm's core philosophies:
Team members who advise our clients are required to maintain the designation of "Accredited Investment Fiduciary®" (AIF®). As fiduciaries, we act with honesty, integrity and avoid any conflicts of interest.
We encourage clients to begin their financial wellness journey with education. We educate and work collaboratively with our clients to build a plan that will meet the goals they care most about. We are committed to the continuing education of our team and support them to ensure they are exceptionally equipped to provide clients with suitable guidance and advice while meeting their personal career goals.
Summit View Wealth Management is an independent and locally owned firm whose loyalty lies exclusively with our valued clients and whose focus is solely on those clients' needs and best interests.
We go the extra mile for every client regardless. Instilling and maintaining the confidence of our clients that we handle all matters with diligence and care is our top priority.