What We Do

Our Specific Areas of Financial Expertise

We create fully encompassing wealth management solutions for your unique financial scenario

Many firms claim to provide wealth management solutions

But what they're generally selling is cookie-cutter investment management services. Summit Wealth is different.

True Wealth Management

We provide real, integrated wealth solutions that cover your entire financial ecosystem

We’re wealth advisors based in the heart of Danville — helping our clients navigate the different components of their financial lives in ways that complement each other and create better-managed wealth as a result:

Pre & Post Retirement Planning

Investment Guidance & Portfolio Management

Multi-generational Wealth Transfers & Estate Planning

Integrated Tax Strategy

Charitable Giving Guidance

Learn More Below

Pre & Post Retirement
Planning & Guidance

Investment Strategy
& Portfolio Management

Tax Planning
Integrated Strategy

Estate Planning
& Multi-Generational Wealth

Charitable Giving
It’s more than tax write-offs

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The Summit Wealth Blog

Our Most Recent Articles

Retirement Planning
April 4, 2019

Real Retirement Advice vs. Investment Advice

Financial Planning
September 7, 2018

Tariffs, Interest Rates & Your Retirement Account

Rollercoaster representing how scary it is to meet with a financial advisorFinancial Planning
September 7, 2018

Why Meeting with a Financial Advisor is Scary