Do you have a plan to help you live the life you dream of?
If you're asking yourself any of the following questions, we can help.
When can I retire?
I need a financial plan. Where do I start?
Do I have enough insurance to protect those I love?
Do I have the right investment strategy to reach my goals?
Is my business underinsured?
Are my group benefits adequate for my employees?
An integrated team working to help you reach the summit.
We are a proud member of the Integrated Advisory Community and to offer our clients a holistic wealth advisory experience.
Watch the short video below to learn how Integrated Advisory works and what it means for you.
The holistic financial planning experience you deserve.
We are proud to partner with Integrated Advisory by WealthCo to offer you a financial planning experience that elevates the work that you and your SummitPath accountant are already doing.
Watch the short video below to learn how Integrated Advisory works and what it means for you.
Solutions that fit you.
Our wealth planning experience focuses on what matters to you first, then we built a plan and solutions to meet your unique needs and goals.
Life Planning
This isn't financial planning, its life planning. Where do you see yourself in 5, 10, 20 years? Do you have the right plan to help you get there? We offer an onging flexible planning experience so you can live the life you dream of.
Asset Management
You've worked hard for your money. It's time that it worked hard for you. Our partnership with Integrated Advisory gives you exclusive access to diversified investment pools that are tailored to your personal risk tolerance.
Insurance
It's important to prepare and protect yourself and the ones you love most from the unknown. We take a personal approach to insurance that makes sure that you're not under or over insured. Be prepared for the unexpected.
It begins with what's important to you.
We provide specialized Wealth Advisory services not available in most accounting firms by integrating your personal and business finances into a single, focused plan that helps you get to where you want to be.
Discover
In our first meeting, we uncover what matters most to you, discover exactly where you are, and get clarity on where you want to be with the "My Why" exercise.
Advise
Next, with a clear understanding of what you want yo achieve, we create a plan and offer specific advice that aligns with your priorities and goals for your financial life.
Implement
Our team of specialists then implement your plan. Together we measure, track, and adjust it as needed.
Review
We remain present and active as your plan and life evolve, reviewing your progress, "My Why" and other changes in your life and update your plan accordingly.
Get on the right path to reach your goals.
Fill out the form below and someone from our team will be in touch to schedule your discovery meeting.