Serving Families and Businesses throughout the United States through their Professional Advisors.

We believe in placing the needs of the family first, and then serving the needs of your business. You will find that Summit and all of the Professional Advisors with whom we work are dedicated to that premise. Professional Advisors and customers alike are greeted by name, treated with respect and appreciation, and are provided superior trust and financial services. Our clients and advisors are located throughout the United States.

Family First, Business Next™