Portland, OR

  503.245.1923
  Email

   Danville, CA

  415.385.8078
  Email

   San Jose, CA

  510.574.6618
  Email
Summit Advisors NW | "Guiding you to your secure financial future"Summit Advisors NW | "Guiding you to your secure financial future"
  • What We Do
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    • Management
  • Who We Are
    • Advisors
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Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc. , Member FINRA / SIPC and an SEC registered RIA.

Check the background of our investment professional on FINRA's BrokerCheck

© 2025 Summit Advisors NW | "Guiding you to your secure financial future".

  • What We Do
    • Planning
    • Management
  • Who We Are
    • Advisors
  • Work With Us
    • Philosophy
  • Resources
  • Contact
    • First Meeting
Summit Advisors NW | "Guiding you to your secure financial future"
  • What We Do
    • Planning
    • Management
  • Who We Are
    • Advisors
  • Work With Us
    • Philosophy
  • Resources
  • Contact
    • First Meeting