At Summit Hill Wealth Management we love helping clients protect their wealth, enjoy their lifestyle, and support the people and causes they care most about.
We want clients to move from uncertainty to security and from anxiety to enjoyment with their wealth. Our values are simple:
EXCELLENCE IN SERVICE
We strive to serve our clients and others with excellence and make a positive impact on them and the world.
GOLDEN RULE
We treat others as we want to be treated. We expect kindness and respect. We do what is right for our clients, our colleagues, and our firm and hold ourselves to the highest standards of integrity. We want to make the world a better place through our work and by helping others.
ALL YOU NEED IS LOVE
We believe that it’s all about showing love to our family, loved ones, friends, clients and colleagues. At the end of our lives we think that this is what will matter most.
EXTREME OWNERSHIP
We deliver on our commitments and take responsibility for results. We take responsibility for everything around us. Blaming others, making excuses, or avoiding responsibility are not how we operate. Our obsession with quality leads us to ask how we can improve our client’s experience, ourselves, our processes, our tools and how we do things. We have thick skin so we can ask for and give honest feedback to one another. We question how we do things and why.