Experience the

Summit View Difference in Wexford, Pa.

Feel more confident about your financial future in Wexford, PA.

We help Wexford residents build thoughtful, long-term financial plans rooted in their values. Our team lives and works right here in the North Hills community. We lead with education—not sales—to ensure your plan aligns with your life. Whether you’re planning for retirement or refining your investments, we’re here to guide you. Let’s build a strategy that helps you feel confident in your future.

SERVICES crafted with intention

Personalized Financial Planning & Investment Services

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Financial Planning

We help individuals and families in Wexford develop clear, personalized financial strategies built around their goals and lifestyle. Whether you're nearing retirement or navigating mid-career decisions, we create plans that work for the long term. Our team takes the time to understand what matters most to you—beyond the numbers.
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Investment Planning

Wexford clients value our investment management approach that combines risk awareness with personalized portfolio design. We use a wide range of strategies to help you grow and preserve wealth across all seasons of life. Our local team offers steady guidance to align your investments with your goals.
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Retirement Income Strategies

Wexford residents count on us to help turn their savings into a reliable income stream throughout retirement. We design strategies that take into account Social Security timing, pension options, and tax efficiency. Our guidance helps reduce stress and brings clarity to a major life transition.
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Plan Assessments

Our Wexford team offers thoughtful plan assessments to help you understand if your financial strategy is aligned with your goals. We’ll evaluate where you stand today and whether any changes are needed to support your long-term vision. It’s a second opinion that brings clarity and confidence.
WHO WE ARE

Rooted in Wexford, Built on Trust & Transparency

We’re proud to call Wexford home and to serve the financial planning needs of our neighbors across 15090. Our independent approach means every recommendation is tailored, thoughtful, and built around what matters most to you. At Summit View, we don’t push products—we build lifelong relationships grounded in education and trust. From the first conversation to your retirement years, we’re here for every step.

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Frequently Asked Questions

Do you offer financial planning services in Wexford?


Yes, we’re based right here in Wexford — just minutes from the Pine-Richland campus and the shops at Wexford Plaza. Our team works with families and individuals throughout the area, offering retirement income strategies, investment planning, and personalized financial guidance close to home.


Why choose a local financial adviser in Wexford?


Working with a Wexford-based adviser means you can meet face-to-face and receive personalized guidance from a team that understands the local landscape. We're right around the corner from the Pine Community Center and know the financial concerns common to families in the North Hills area.


What types of clients do you typically work with in Wexford?


We often work with families, professionals, and retirees who live in and around Wexford, especially near areas like Marshall Township and North Allegheny schools. Our clients appreciate our relationship-based approach and our ability to tailor planning around their life stage.