Summit Wealth & Retirement Partners

summit wealth & retirement partners is dedicated to helping highly successful families transfer their personal values and their financial resources to future generations. family transfers are complex and challenging. as a result, to achieve your unique objectives, steps leading to transfers must come together and fit securely, creating an integrated solution that delivers clarity and confidence. financial planning is the foundation for our advice and services to you; financial planning serves as the life-time platform that addresses your ever-changing circumstances. we are your partners in this process- sensitive to your needs, protective of your confidentiality, and observant of the highest ethical standards. for over 25 years, summit wealth & retirement partners has served specialized client needs. today we support many second generation and even some third generation clients. we will be here for you and your family. we look forward to developing a mutually beneficial and trusting re