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Financial guidance for difficult life transitions

Whether you’re facing the uphill climb of a transition like divorce,

loss of a loved one, or any other major change, Summit is here to help.

From choosing the right next steps for your financial situation today,

to setting you up for a secure financial future long-term.  

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Clarity and confidence in uncertain times.

If you’re overwhelmed or just unsure how to handle finances on top of the stresses of a big life transition, you are not alone.  At Summit our team helps navigate clients through those uncertainties with honest, step-by-step guidance and a pledge to never push clients (as so many other financial advisors do) into uneasy check-signings or uncomfortable investments.

Financial Services to meet you wherever you are in your transition


Summit Base CampSummit Transition PlanningStaying on Course to the Summit Planning
Free resources and educational opportunities that cover financial topics important to know about during your transitionStep-by-step plans that look at all aspects of your finances to help you meet your financial goals and decide what comes nextOngoing financial planning to keep you and your finances on track for a secure financial future long term


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The Summit Difference

Watch the video to learn more about Summit Private Wealth Management and see how we help people overwhelmed by a life transition make wise financial decisions.

"A goal without a plan is just a wish.

Antoine de Saint Exupery

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