Much like building a home, financial independence begins with a plan. Our advisors will work alongside you in designing a tailored financial plan that reflects your current lifestyle and long-term financial goals.

The Summit Investment Process is our proprietary, four-step investment process that ensures your money is invested appropriately. Our process is designed and updated to keep up with your evolving lifestyle. 

As we like to say, an educated investor is a good investor. Our team of advisors will educate you throughout every step of the financial planning process. 

June 10, 2021 | If you are just beginning your investing journey, this fundamental seminar is perfect for you. 

July 2, 2021 | We have partnered with Support-A-Soldier for this excited and charitable event. 

August 26, 2021 | Don't go at it alone - this webinar will help you navigate the confusing Social Security path. 

October 2 & 9, 2021 | One of our favorite holiday traditions. Spend 30 minutes with a professional photographer to update your family photos!