Summit Private Wealth Management
Financial guidance for difficult life transitions
5.0
Summit Private Wealth Management offers three levels of financial services to help clients navigate major life transitions such as divorce, loss of a loved one, or job change, providing free resources, short-term guidance, and long-term planning.
About
Whether facing a divorce, loss of a loved one, or other major life changes, Summit Private Wealth Management provides tailored financial guidance. From free educational resources and workshops to comprehensive financial planning and ongoing support, Summit helps clients navigate uncertainties with step-by-step guidance and a commitment to honest, client-centered advice, avoiding uncomfortable sales pitches or pressured investments.
Services
Summit Base Camp
Free resources and educational opportunities for those who want to learn more about useful financial topics.
Summit Transition Planning
Short-term guidance with long-term outcomes for those who need step-by-step help with their financial lives during a change.
Staying on Course to the Summit Planning
Ongoing financial planning for those who’d like check-ins to ensure they’re following the right financial path long-term.
Credentials & Certifications
Reviews
