About Us

We are an organization that provides comprehensive financial services to successful business owners, physicians,  corporate executives and professionals. We have the expertise to coordinate the services now offered by traditional advisors for those people who have finances that are complex enough to require sophisticated financial strategies.

With our staff of dedicated professionals, we offer world quality service, expanded design and planning capabilities, with well analyzed, advanced product solutions. In addition, we have a team of in-house professionals through Summit Financial Resources to include; CPAs, Estate Tax Attorneys, and Investment Specialists that can offer unique design ideas applicable to today’s ever changing tax environment. These specialists keep us up-to-date on all the current tax, retirement, investment and business issues that are essential in allowing us to assist our clients in making informed decisions.