A better plan to help you get to where you want to go.

Tired of trying to manage all of your individual advisors? Looking for a better way? SummitPath is a member of the Integrated Advisory Community and can provide you with a single financial plan focused on what is most important to you.

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. 

Design

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. Then we design a personalized plan to help you get there.

Implement

Next, our team of specialists collectively puts your plan into action by implementing proven strategies to help you reach your personal and professional goals.

Protect

We remain present and active as your plan and your life evolve, reviewing your progress “My Why” and other changes in your life and update your plan accordingly.

It's time to build your integrated plan.

Book discovery meeting today and learn how we can help you take your wealth managemetn strategy to the next level, so you can reach your financial goals.

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.