You’ve been successful and are grateful for what you have. But your success has created financial complexity. You may feel uncertain about the best course of action or if you have enough.
Do you have a long-term plan to protect and grow your wealth through downturns, recessions, or changing political climates?
Will your investments help you reach your goals without taking too much risk?
When can you sell your business – and how much do you need if you sell it?
Will you have a secure retirement income?
Are you confident you can enjoy your lifestyle for the long-term?
Will your loved ones be taken care of if something happens to you?
Are you confident in your tax planning?
We work closely with investors every day to answer these questions and more
How It Works
Our 3-D process creates a financial and investment plan to help you protect your wealth and enjoy a work-optional lifestyle. We educate you about your options so you can feel confident in your future, enjoy your lifestyle, and protect your loved ones
Discovery
We spend time getting to know you and your finances in-depth. What are your goals and fears? What does your financial future look like?
Design
We create a custom, comprehensive plan to help you: work towards living your best life, invest, protect your loved ones and assets, and create a legacy that works for you.
Deliver
We implement your plan so you can enjoy your lifestyle, invest according to your risk tolerance, address your risks and identify opportunities.
Our Financial Planning
Our Investment Approach
The Summit Hill Wealth Management 3D Process Gives you Peace of Mind
✔ Have a plan to enjoy your lifestyle through all of life’s changes
✔ Understand your risk tolerance and the best investment strategy for you
✔ Understand how much insurance you need and whether you’re paying a fair premium
✔ Prepare to sell your business and identify your income needs
✔ Proactively plan for taxes and avoid surprises
✔ Simplify and organize your financial complexities
✔ Protect and provide for your loved ones
✔ Feel enthusiastic and secure about your future
When you started out things were simple. You started your business or career and worked hard. You trusted it would all work out. Thankfully, it did. You’ve been successful and your balance sheet grew in size and complexity. Now you’re at a new stage of life and planning on making some changes. The impact of your decisions today will be far-reaching.
You may wonder how much you need for retirement, how long you need to work, and how you can create tax efficient retirement income?
How can you transition your business successfully and get what you need to enjoy your lifestyle?
How should you select and allocate your investments?
How much insurance do you need? Are you paying a fair premium for what you need?
You could try to do this yourself – but do you have the training and experience needed to do it well? You only get one chance at this and you’ve got too much on the line to make a costly mistake. We all rely on experienced and proven professionals to help us with important tasks - from fixing your car, preparing your taxes, or diagnosing a health condition. Our role is your family’s Chief Financial Officer. You decide the destination and we create a financial plan and portfolio to help get you there.
Our advisors are CERTIFIED FINANCIAL PLANNER (CFP®) Professionals and have experience working with affluent families through multiple market downturns, specialized training and certifications, and strategic partners to help you reach your goals. We are fee-only advisors and held to a fiduciary standard. This means we put your interests first and don’t receive commissions.
We are financial guides to help you achieve your goals so you can enjoy the people and things that are most important to you
Contact us for a second opinion on whether you’re on the right path