Why Choose Us?

Summers Wealth Management was founded on the principal of doing what is right for the client each and every time.  We wanted to use a different approach to business and take the time to really get to know our clients – their dreams, goals, and needs. We use a holistic approach to planning; tailored for your needs.  We also embrace the use of technology, which allows us to provide you 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. 

You can expect custom solutions tailored to your individual needs, a single point of contact, and an attentive client experience while you work towards your financial goals.

  • Custom solutions to individual needs

    • We take the time to get to know your unique situation so that we can provide personalized advice emphasizing your specific goals and objectives.
    • We listen, ask questions, and adjust your plan to accommodate your changing needs.
  • A single point of contact

    • Our team works together to serve as your lead advisor by helping you to consolidate your assets.  When necessary, we are happy to provide the names of other specialists to help meet your changing needs.
    • Our team will offer strategies for you along your personal journey and offer our services to your family from one generation to the next.
  • Attentive client experience

    • We take the time to get to know you by providing introductory meeting, info gathering sessions, and plan assembly before you become a client.
    • We offer our clients regular, consistent, and timely contact with a comprehensive review process and continuing education opportunities.
  • Financial goal planning

    • We are committed to helping you work towards your financial goals by adapting your plan to your unique needs throughout your life. 
    • We offer comprehensive financial planning services to help you work toward your goals.
    • We are there when you need us most – in good times and bad.

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 committment 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!