Experience the

Summit View Difference in Butler, PA.

Gain financial clarity near Main Street in historic Butler, PA.

From Main Street to Meridian, Butler families turn to us for honest, down-to-earth advice. We provide retirement and investment planning designed to grow with you. Our team leads with education to ensure your financial strategy matches your lifestyle. We’re proud to be part of the community and know how important personal service really is. Let’s talk about how your goals and your money can work better together.

SERVICES crafted with intention

Personalized Financial Planning & Investment Services

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Financial Planning

From Butler’s downtown charm to its surrounding rural communities, we provide practical financial planning designed for real life. We listen carefully and craft plans that reflect your values and vision. Our goal is to help you make wise financial decisions that support a meaningful future.
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Investment Planning

In Butler, we offer investment guidance grounded in practical strategies and thoughtful analysis. Whether you're looking to build a nest egg or generate retirement income, we help structure portfolios that align with your bigger picture. We’re here to help you make confident decisions over time.
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Retirement Income Strategies

In Butler, we support individuals as they prepare to replace their paycheck with consistent, thoughtful income planning. Our strategies consider inflation, market fluctuations, and healthcare costs. You’ll get a plan that adapts to life changes and gives you peace of mind.
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Plan Assessments

In Butler, we provide personalized financial plan reviews that go beyond the numbers. Our team helps you understand what’s working and what could be refined to improve your results. It’s a practical step to making your money work harder for your retirement years.
WHO WE ARE

Butler Values, Personalized Financial Strategy

Butler residents trust us for financial advice that’s both professional and approachable. We’re proud to serve this community with honesty, transparency, and personalized service. Whether you’re planning for retirement, investing wisely, or adjusting a current plan, we’ll walk with you every step of the way. Our office might not be far, but our commitment runs deep.

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Frequently Asked Questions

Can Butler residents work with Summit View Wealth?


Of course. We’re proud to serve the Butler area — from the heart of downtown to communities near Alameda Park and beyond. We offer financial planning with a personal touch, designed around the lifestyle and goals of Butler families.


Do you understand the financial needs of Butler residents?


We do. Butler families often prioritize security, clear guidance, and smart income planning. From historic Main Street to the outskirts of Connoquenessing, we bring local perspective and big-picture experience to help you feel confident in your financial future.


What kind of planning support do Butler residents look for?


In Butler, many of our clients are focused on building dependable retirement income, reviewing pensions, and keeping taxes low in retirement. We take the time to explain every step and build trust through steady, hands-on support.