Why Choose Us?


Summers Wealth Management was founded on the principal of always doing what is right for the client.  We use a holistic approach to planning and take the time to really get to know our clients – their dreams, goals, and needs.  We also embrace the use of technology, which provides our clients with a clear and concise plan.   We have found that our clients really benefit from having just one point of contact; however, a complete team will work for you to help you achieve your goals. 

 

 

We provide attentive client service by building strong relationships with our clients.  The foundation of a strong relationship is through honest communication, transparency, professional knowledge, and a commitment to the success of each client. Our service commitment is to:

  • Act honestly and ethically.
  • Treat everyone with respect and appreciation.
  • Provide attentive client experience by providing custom solutions to individual needs.
  • Work hard and seek to provide you with thoughtful and educational advice, while respecting your opinion and modifying your plan based on your input.
  • Communicate effectively, efficiently, and timely.
  • Respect all feedback and respond with an open mind.
  • Continually looking for ways to grow and progress to add greater value to you. 

 

 

Contact Us today to learn more!