Mission Statement

We endeavor to be the preferred partner in helping our clients succeed in managing their wealth by providing financial services of a superior quality.


Our organization takes pride in our enduring values as we strive to maintain the utmost human and professional qualities in each of our relationships.


We have one purpose in mind, that when our clients think of us, they utter the words: “Thank you!”

*Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

Investment advisory services offered through The Summit Group Advisors, a registered investment adviser.