About Us

We are dedicated to providing investment management and strategic wealth planning to hard working people – whether self-employed for decades or a newly married couple just starting out. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Summit Wealth Design does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.