We are proactive in defining and managing today’s financial decisions to further tomorrow’s goals and objectives.
Achieving and maintaining financial well-being and sustainability.
Our objective is to recognize your personal financial circumstances, both short-term and long-term, and to develop an individualized investment strategy. As a Summit Investment Group client, you can rely on our team of experienced wealth management professionals to work with you to develop a tailored and comprehensive plan designed to identify and meet your specific financial needs and goals.
We are proactive in defining and managing today’s financial decisions to further tomorrow’s goals and objectives. We understand that achieving and maintaining financial wellness and sustainability before and after retirement takes time, information and planning.
Securities are offered through Raymond James Financial Services, Inc.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.