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.
Summit Advisors NW works on the fee-based model when planning and managing your investment portfolio, or guiding you towards leaving a legacy, so our first—and only—focus is what’s best for you. As fiduciaries, we’re legally obligated to maintain the highest levels of trust and transparency with you.