Proven Success
Our model is successful and we have the ability to prove it. For solo advisors who are ready to be a part of something bigger, we offer a solution that works!
Our model is successful and we have the ability to prove it. For solo advisors who are ready to be a part of something bigger, we offer a solution that works!
Our entire company buys into our service-centered business model. Our clients are our top priority.
Through a Summit partnership, you’ll have the confidence to know that the book you’ve built and the clients you’ve formed relationships with will be cared for.
With CPAs, CFPs, HR professionals, marketing professionals, an investment committee, several advisors, planners and admins on staff, our team of subject matter experts are a phone call away, willing to help raise the level of service to your clients.