The Summit Companies go well above and beyond our comprehensive financial planning services. Separate divisions showcase specific strategies for sports stars and other celebrities, insurance planning for families and individuals, equities management that leaves no stone unturned, and wealth counseling that helps our clients make a difference in their communities.
Summit Financial Resources, Inc.
Personal & Business Financial Planning
Registered Investment Adviser with the Securities and Exchange Commission (SEC)
Through a comprehensive analysis of present position and an evaluation of goals and objectives, we develop a plan for clients utilizing cutting edge strategies. A four-disciplined approach to financial planning (combining expertise in taxation, accounting, investments and insurance) assures our clients receive a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today. Understanding that planning in and of itself is not enough to achieve success, Summit Financial Resources, has established affiliated companies that will assist in the implementation and servicing of each client's financial plan. This comes from a commitment to develop lifelong relationships with each client.
Summit Marketing, Inc.
Preservation of Wealth Through Proactive Insurance Planning
Recognizing that the purpose of investments is to create wealth, Summit Marketing seeks to complement investments by being committed to preserving that wealth. This is accomplished by providing access to a great variety of highly competitive insurance companies. With no one particular affiliation, Summit Marketing is able to search the market to find the most appropriate products and fringe benefit programs for its clients. With preservation of wealth and protection its objectives, Summit Marketing provides a much needed service to its clients.
Summit Equities, Inc.
Proprietary and Non-Proprietary Money Management
Registered Investment Adviser with the Securities and Exchange Commission (SEC); Securities Broker/Dealer Member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC)
In an effort to realize the benefits of the high quality financial plans 
developed by Summit Financial Resources and its professionals, Summit Equities has created a business environment in which the needs of the client can be met in an objective manner. Summit Equities is not affiliated with any one particular investment company. Due to its premier status in the industry and its satisfied client relationships, Summit Equities has been able to develop strategic alliances within the financial service arena. This makes it possible for clients to have access to some of the most successful money managers available from the universe of Retail Mutual Funds, Institutional Money Management Programs, and Private Money Managers, while reducing minimum investment requirements. Summit Equities also affords its clients the opportunity to participate in Proprietary Money Management Programs.
Summit Family Wealth Counseling, Inc.
Charitable Planning for Individuals and Their Families
Registered Investment Adviser with the Securities and Exchange Commission (SEC)
For many individuals, there comes a time in life when creating wealth gives way to making a difference. This is the transition from "success" to "significance". At Summit Family Wealth Counseling, we plan beyond helping you create additional wealth and preserving that which you already have. Our unique skills and experience help individuals go beyond ordinary estate planning strategies. Our goal is to empower you to successfully provide for the people and organizations you care deeply about, while creating a legacy to perpetuate the values which are important to you for generations to come.
