At Summit, we work hard to be your trusted partner from the very start of our relationship. Combining process-driven strategies with a deeply consultative approach, we take the time to foster a trusting relationship, encouraging you to fully communicate your needs, goals, and objectives. We then work with you to design individualized benefit, insurance, and investment recommendations that will be of significant value to your organization and your employees.

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Who We Serve


All companies have one thing in common—they want a best-in-class consulting firm that provides creative strategies and solutions with the company’s best interest in mind. Our clients, ranging from Fortune 500 companies to local entrepreneurs, manufacturers, and non-profits, lean on Summit to bring industry knowledge and real-world experience to manage the complex benefits, insurance and investment issues they handle on a daily basis.


C-suite executives are concerned, among much else, with minimizing risk and controlling costs. Summit addresses these concerns with creative strategies and advice that provide your organization with ideas and solutions that may not only give you an edge in the areas of insurance and employee benefits, but that are also easy on your bottom line.

HR Professionals

Human Resource professionals and organizational leaders rely on Summit’s experienced, knowledgeable consultants to ensure effective management of your company’s most important resource: its people. We offer our HR consulting team to partner with you to create stronger alignment between your organizational and HR goals, and help build a sound understanding of the HR practices that are essential to excellence in performance management.


Whether you are an individual client or an employee of a client organization, we recognize that you often need assistance with life insurance and retirement planning. For individual client company employees, we know you may also want assistance in making the most of the benefits your organization offers – knowing how to access, understand, and utilize them. That is why we offer individual consultations with client company employees, to better inform you and help you take maximum advantage of your employer’s benefits package.

We are committed to providing thought leadership, creating insightful articles, case studies and other materials that help you stay abreast of trends and developments that could affect your industry and your organization’s specific situation.



Since no two companies are the same, a one-size-fits-all solution to employee benefits is – by definition and common sense – not a fit for your organization. We will help you attract and retain employees with a benefits plan tailored to your distinctive needs.


We provide risk management services – from individual life insurance, property & casualty, and workers’ compensation to business succession planning – that allow your organization to devote energy, creativity and resources to do what you know best.


We do not merely help you look to the future, we help you plan for it. Our robust investment offerings allow us to craft strategies that can help meet your financial goals.

Contact Us

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