About

We are a national full-service benefits firm offering innovative and comprehensive solutions that cover the benefits, insurance and investments landscape. We are passionate about building relationships, providing experienced and thoughtful professional guidance that helps secure a healthy financial outlook.

Our Mission

We design and strategically implement professional benefits, insurance and investment solutions that help secure a healthy financial future for clients.

History

Since 1988, we have created a legacy of exceptional customer service with a focus on extensive relationship building.

Values

Our culture is shaped by a collective heart for service, fortified by employees who are eager to advance their knowledge.

Credentialed

Our highly credentialed team, from CPAs to attorneys, combine process-driven strategies with a high-touch, consultative client approach to separate our firm from our competitors.

Independent

We operate without exclusive service provider contracts so that we can find the best solutions to fit your unique needs.

Executive Leadership Team

History

Named after a beloved family vacation destination, Summit County, Colorado, Summit began operating as a small brokerage firm that focused on providing innovative employee benefits solutions to our clients. Over the past three decades, Summit has grown to a financial services firm with more than 15 offices nationwide.

Contact Us

Ready to map out a plan for the future? Our knowledgeable advisors will help you take the first step.