Our Approach

Our firm's goal is to provide premier financial guidance to our clients and be an exceptional place to work for our employees. We understand the importance of purpose and fulfillment in life, especially in retirement. Our team focuses on financial psychology and purposeful retirement. 

We lead with education, including classes and sessions, not sales. Summit View earns trust by empowering people with knowledge before any advisory conversations begin. 
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How to Work With Us: Our Financial Planning Process

  • Start with a Consultation or Retirement Lab Session

    We typically meet new clients through an initial 60-minute consultation.Either way, this is a relaxed, informative session where we learn about your situation and explain how we can help.


  • One-Time Financial Planning Engagement

    If you decide to move forward, we’ll begin with a one-time planning engagement. This comes with a flat $2,500 fee—payable within two weeks of receiving the invoice—and includes all the following steps. If you decide to become an ongoing client, the $2,500 planning fee is waived. No hidden costs. No long-term obligation.


  • Financial Goals & Data Collection

    Next, we help you define what matters most. We’ll ask for key details about your income, investments, retirement accounts, insurance, taxes and more—everything we need to begin building a clear picture of your finances.

  • Collaborative Planning Meeting

    This is where the conversation deepens. Together, we’ll review your current position, identify any gaps or opportunities, and begin crafting a strategy aligned with your goals. We explain everything in plain language—so you leave feeling confident, not confused.




  • Strategy Proposal Meeting

    Once the plan comes together, we walk you through the full strategy: retirement income timelines, investment recommendations, tax-efficiency ideas and other personalized guidance. You’ll have plenty of time to ask questions and explore options.

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Our Compensation Breakdown

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Fee-Based Clients

Tiered Fee Schedule

If you decide to become an ongoing client, the $2,500 planning fee is waived. You’ll receive:


  • A fully built-out financial & retirement plan
  • Ongoing investment management
  • Regular strategy meetings (quarterly, semi-annually, or annually—your choice)
  • Unlimited support for life’s financial questions


We’ll also guide you through a smooth onboarding process, working closely with our Onboarding Specialist to help consolidate accounts and get everything in place.

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One-Time Plan

$2,500

This option is ideal if you want a comprehensive plan without a long-term commitment. We’ll help you:


  • Clarify your financial and retirement goals
  • Analyze how you’re tracking toward them
  • Recommend specific next steps based on your current situation


From there, you can choose to implement the plan on your own—or talk with us about ongoing support when you’re ready.

What we strive to honor

Our Core Philosophies

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Education

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. 

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Independence

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.

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Trust

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 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.

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Diligence

We Adhere to a Process That Respects Your Time and Priorities.

  • Straightforward, step-by-step guidance
  • No long-term pressure—start with just the plan
  • Clear fees and expectations upfront
  • Flexible scheduling (virtual or in-office)
  • Education-focused, client-first service


Whether you're in the greater Pittsburgh area or beyond, we’ve built this process to be easy to follow, easy to understand & centered around your goals.