Clients of Summit Hill Wealth Management tell us they feel educated and informed about the choices available to them, the decisions to be made and their progress towards their goals. The process is engaging and interactive. We enjoy helping our clients learn why one decision might be more beneficial than another as they plan how to enjoy their lifestyle during and after work. As we work together we’ll help you make progress towards your goals and deal with any setbacks.
Our Process: The Summit 3-D Wealth Process
Our 3-D process creates a financial and investment plan to help you protect your wealth and enjoy a work-optional lifestyle. We educate you about your options so you can feel confident in your future and enjoy your best life and protect your loved ones
Discovery
We spend time getting to know you and your finances in-depth. What are your goals and fears? What does your financial future look like?
Design
We create a custom, comprehensive plan to help you: work towards living your best life, invest, protect your loved ones and assets, and create a legacy that works for you.
Deliver
We implement your plan so you can enjoy your lifestyle, invest according to your risk tolerance, address your risks and identify opportunities.
We use our 3D process to cover a complex set of decisions to help you navigate complex decisions and feel a peace of mind about your finances.
✔ Planning for your ideal lifestyle during work and in retirement
✔ Developing a custom investment portfolio that aligns with your risk tolerance and goals
✔ Identifying tax implications and mitigating tax impact
✔ Investing in sophisticated instruments through both active and passive strategies in public and alternative investments
✔ Business succession and exit planning
✔ How much insurance is needed for life, disability, long-term care, and personal liability risks
✔ Coordinating with other trusted advisors to ensure a cohesive and organized effort
✔ Legacy and estate planning to protect loved ones and assets
✔ Helping to educate and prepare the next generation
* Summit Hill Wealth Management, LLC does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.
After we create your financial and investment plans we meet with you regularly to update you on your progress and adjust course if your life and your goals have changed.
Our Fees
We work with individual clients in one of two ways: a flat-fee financial planning engagement or as their wealth manager with fees as a percentage of assets we manage. Our financial planning engagements range from $5,000 to $40,000 and are based on complexity and the scope of work. Our wealth management engagements offer both financial planning and investment management. Those fees begin at 1.10% and are reduced as we manage more assets. Our minimum portfolio is $750,000.
We are a fee-only advisory firm. This means that we put our clients first and do not receive sales commissions or incentives to sell products.