Experience the

Summit View Difference in Treesdale, PA.

Build a lasting legacy near the clubhouse gates of Treesdale.

From the rolling greens of Treesdale to the front porches of Pine Township, our advisors understand what matters to you. We create personalized retirement and wealth plans designed to support your goals. Education is our starting point, and clarity is the result. Our team takes the time to truly understand your needs before recommending next steps. It all starts with a conversation you can feel good about.

SERVICES crafted with intention

Personalized Financial Planning & Investment Services

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Financial Planning

In Treesdale, financial planning starts with a conversation about your life—not just your money. We craft thoughtful, goals-based strategies to help you plan ahead with confidence. Whether you're focused on retirement, estate planning, or family needs, we build custom solutions with care.
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Investment Planning

In Treesdale, we deliver investment strategies rooted in long-term thinking and backed by proven research. We tailor portfolios to reflect your comfort with risk, your time horizon, and your financial vision. Our goal is to build lasting wealth through personalized, hands-on service.
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Retirement Income Strategies

In Treesdale, we help families confidently plan how to turn their retirement savings into lifelong income. We explore all available income sources and create a clear distribution plan that fits your goals. With years of experience, we make complex decisions easier to navigate.
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Plan Assessments

In Treesdale, we review your current financial plan with a fresh, professional perspective. We help identify strengths, gaps, and opportunities so your plan can better support your retirement lifestyle. The goal is to ensure your financial roadmap stays aligned with what matters most.
WHO WE ARE

Personal Financial Guidance from Right Here in Treesdale

In Treesdale, our team brings financial planning to life with a warm, personal touch that feels like working with a neighbor. We believe your money should work in service of your life—not the other way around. That’s why our approach is built on listening, learning, and crafting plans with your goals in mind. Whether you’re just getting started or preparing for retirement, we’re ready to help.

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Frequently Asked Questions

Is Summit View familiar with Treesdale's financial needs?


Absolutely. We serve many Treesdale residents and understand the community’s long-term planning goals, especially for those living near the golf course or within the Treesdale neighborhood. Our personalized approach fits well with the lifestyle and values of Treesdale families.


What makes your approach right for Treesdale residents?


We know Treesdale families value long-term planning, lifestyle alignment, and legacy goals. Whether you're preparing to downsize or enjoy the golf lifestyle well into retirement, our planning services are designed with your neighborhood’s pace and priorities in mind.


Is your approach different for Treesdale residents?


Treesdale clients are typically proactive about retirement and legacy planning. Our team understands the community’s focus on long-term wealth strategies and works with you to align your plan with both personal goals and lifestyle preferences.