• How we work

    1. Face-to-face discovery session

      First, we meet with you and your family to become familiar with your entire financial picture. We identify your assets and liabilities, explore your goals and aspirations, discuss your income needs, evaluate your tolerance for risk, and discuss other important preferences.

    2. Financial profile and analyses

      Working with that wealth of information, we assess your current financial situation. We conduct stress tests to assess your ability to withstand market downturns and unexpected events, and determine which financial solutions might fill the gap. We create an asset allocation strategy designed to meet your goals, today and tomorrow.

    3. Recommendations and discussion

      In our second meeting with you we will present our recommendations and answer any questions you may have. Our goal is to be your central source of information, integrating all your assets, services and financial solutions into a coherent whole.

    4. Develop action plan

      Once we have agreed upon solutions to meet your needs, we will develop a tactical action plan. Whenever possible, we take responsibility for doing what needs to be done, so you don’t have to.

    5. Implementation and oversight

      From engaging outside providers to wiring money, we will coordinate your entire financial strategy. We monitor and manage your investments daily, oversee your various professional relationships, deliver comprehensive and meaningful reports, and make adjustments based on changes in the investment environment, your financial affairs or family events.

The content on this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Material presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

Any referenced external hyperlinks or information are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found therein have not been verified by Summit, nor do we make any representations as to its accuracy and completeness. Summit and its affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against a loss.

For more information about Summit and its investment professionals, click here.

Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Gateway Advisory. Insurance products may be offered through Summit Risk Management, LLC., an affiliate of Summit Financial, LLC.