At Summit, we help businesses and individuals navigate the ever-changing regulations that govern fiduciaries. As investment advisor representatives, we are fiduciaries on your organization’s retirement plan. For individuals, we develop plans to meet each person’s specific needs. Our experienced financial advisors go beyond just learning about your financial goals and objectives – we are devoted to strategizing and consulting throughout each person’s journey to retirement readiness.
CompaniesWe know your company’s retirement plan is always on your mind. As consultants, we partner with you, the employer, and key members of your team to develop a process for fund selection and monitoring that protects you from fiduciary risk.
We also meet with your employees to provide the tools they need to make informed decisions.
IndividualsBuilding long-term, trusting relationships is the most important part of what we do. We partner with you to provide investment advice and help you navigate through the decisions that profoundly affect your future.
Corporate Retirement Plans
Whether it is a 401K, 403b, or 457 plan, our team of specialists works with you to help optimize participant outcomes. We offer a complimentary second opinion analysis and benchmark all aspects of your current plan.
Wealth & Money Management
Whether you are looking to accumulate wealth or preserve it for future generations, our skilled investment advisors provide an innovative and holistic approach to consulting. We work with you to build an investment strategy designed specifically for your unique financial goals.
Our Third Party Administration (TPA) firm provides a consultative approach to navigating the complex laws and IRS regulations that surround qualified plans, ensuring that you always have a strategic partner at your side.
We serve as a link between employer and service provider to design and implement qualified plans that maximally meet your business objectives.