The Advice You Need.
The Personalized Service
Inheriting Chaos With Compassion
Jennifer Luzzatto’s Book Interviews
Jennifer has been interviewed by a number of different podcasts who have all had her share her experiences. If you’re interested in finding out more about Jennifer or want to hear more about her story, then listen to these interviews.
About the Summit Team
For nearly twenty years, our dedicated team of fiduciary advisors has been providing transparent, straightforward, fee-only wealth management and investment services that our clients trust and recommend to their families and friends.
We work with our clients to build a well-diversified portfolio that works specifically for you.
We work with you to understand your retirement goals so you won’t be left wondering if you’re saving enough.
Free Educational Resources
At Summit Financial, we believe that knowledge is power. Educating yourself about how money works and how it can work best for you will empower you to make choices for your financial future with complete confidence. We’re happy to provide interactive learning blocks and other resources to help you explore the basics of money matters as well as to give you insight on how we can best work with you to build a holistic plan that will get you started on the path to building a financial legacy for you and your loved ones.
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Who We Are