Your nest egg isn’t just a number

Your nest egg is the result of your life’s work. Be heard, share your dreams. We’ll listen well before we plan.

Leaving a legacy can be smooth. Your retirement, investment or business succession plan will be balanced and easy to understand. We’ll design it to keep you on course.

You’ll appreciate our 70+ combined years of experience, supported with comprehensive financial planning software and sophisticated data analysis tools to uncover hidden risk in your investment plan.

We’re always focused on your best interests. Rely on the Summit Advisors NW team to partner fully with your legal, tax and financial advisors. We’ve earned some of the highest designations in our industry, and we use that expertise to help you meet your goals. You’ll be updated every step of the way. When you’re leaving a legacy for your family or your business, we’ll be your partner.

Sleep well knowing we use the latest rigorous practices to secure your important data, too.

Let’s talk about balance.
Your first meeting is free of charge. Let’s talk about your path forward.

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