Our Values

At Summit Private Wealth Management, our values dictate the level of work and service we provide to our clients. Our Summit Transition Plan and Advisory Services are designed to see you through life’s most difficult transitions, and we take our role in your financial future seriously. As such, the work we do is guided by a non-negotiable set of values.

Kindness
We believe a kind approach to financial planning is possible. Our supportive team takes a hands-on approach to ensure you are always treated the way you should be treated. We are committed to caring and kind relationships with our clients, professional colleagues, and team members.

Compassion
Major life transitions are often difficult emotionally. We approach our clients with a level of sensitivity developed over decades of doing this specific type of work. When you are making decisions that affect your financial future, we believe that you need to work with someone who understands the emotions present. Our goal is to understand both your emotional and financial needs and guide you along the best path toward your goals.

Excellence
For us, excellence means selfless dedication to our clients through a commitment to professional knowledge, continual training and improvement, and exceptional client service. We firmly believe that our financial planning expertise and ongoing client relationships are the gold standard for excellence in our industry. Our team connects our clients precisely with the resources they need to achieve the future they desire. From the moment our clients first contact us, we are committed to providing them with a phenomenal customer experience. We build our systems to exceed your expectations.

Integrity
We will always be honest and truthful in words and actions. We take our fiduciary responsibility seriously and value long-term client relationships over short-term financial gain. When you are successful, we are successful.

Competence
At Summit, our professional competence speaks for itself: With over 20 years as an advisor and over 15 years as a collaborative divorce professional, Scott is certified as both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst™ (CDFA). He possesses the experience and knowledge to help you meet the uncertainty of life’s big transitions with confidence.
You can read about each of our team’s comprehensive financial backgrounds on the "Our Team” page. In addition, through continuing education, we stay on top of the latest financial education and services in order to ensure that you always get the best information and advice from us.