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.

Planning

Every plan is personalized to guide you to your goals.

Management

We’ll monitor and manage your assets for you.

Advisors

Experience you can count on, plus clear, concise communication.

Working in your best interests—always.

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.

What is a CERTIFIED FINANCIAL PLANNER™?

It is an established and well respected designation in our industry – and for good reason. CFP®s complete intensive education and testing to ensure their mastery in the areas of financial planning, taxes, insurance, estate planning and retirement.

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

Let’s Talk

Summit Advisors NW is not a registered broker-dealer nor a registered investment advisor. Summit Advisors NW and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

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Portland, OR

Danville, CA

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