Our services
Financial Services Designed to Fit Your Life.
We help people make smarter financial decisions—especially as they prepare for or live through retirement. Whether you want to begin an intial plan or ongoing partnership, our services are built around real goals, real questions and real life.
Explore What We Offer.
We’re here to offer real advice for the long haul, not push products. Every service we offer is backed by credentialed professionals, straightforward pricing, and a step-by-step process designed to help you feel confident—not overwhelmed.
Financial Planning
Summit View Wealth is committed to learning and understanding each of our client's unique needs and wishes. We will work together to build a comprehensive financial plan that will encompass and address the matters that weigh most heavily on our clients' minds
Investment Planning
Summit View is expansive enough to offer a full range of services and access to extensive investment opportunities, exceptional independent research and sophisticated investment management strategies that are all built around our clients' goals. Our firm is based on fiduciary duty, integrity and holistic, personalized solutions. We have no loyalty to any money manager or company; only to our clients.
Retirement Income Strategies
Deciding when to retire and how to source retirement income is a huge undertaking. Oftentimes, our team comes across clients who are approaching retirement with much apprehension; understandably so as most people only retire once. The Summit View Team has guided hundreds of clients on their retirement journey. Our experience reduces their stress, increases their confidence and leads them on a path to a more fulfilling retirement.
Plan Assessments
Our team will examine and analyze existing financial strategies and plans. Once we have a thorough understanding of where a client is currently and where they aspire to be, we then recommend the best approach to make their money last throughout their retirement years while maintaining the lifestyle they envision. Sometimes this means sticking with their current plan, at other times we may advise relevant and beneficial adjustments. Everyone's financial masterpiece is uniquely their own.