As a local independent firm, with a national presence, Summit partners with various respected resources, investment and financial institutions. Through our broker/dealer of LPL Financial, we offer an integrated platform of exclusive technology, and brokerage services.

As a local independent firm, with a national presence, we offer objective solutions utilizing innovative designs and respected resources to simplify the complexity of each clients individual financial picture.

In today’s competitive corporate environment, we partner with businesses to ensure compliance with regulatory rules and to provide employees customized, comprehensive group benefit packages.

With methodic diligence, Summit has developed a unique dedicated team to provide clients with comprehensive, personalized, best in class service. Our team approach allows us to deliver innovative strategies and solutions to clients.