The most important assets we manage are the personal relationships we share with our clients. We never lose sight of the fact that our greatest successes are measured in decades and generations, not just calendar years and market cycles. As an independent practice, we are free to provide objective advice specifically in the best interests of our clients, without the potential complications of loyalty to an employer. We're free to innovate, adopt industry best practices, and implement systems that enable us to deliver solutions specific to our clients' needs and goals.
A key to successful investing is having a purpose, or a plan. As financial planners and wealth managers we understand the role investments play in the comprehensive financial picture alongside tax planning, estate planning, and insurance. We believe plans that properly define the intent of the investments within this broader context have proven to be most successful. Our methodology not only incorporates these concepts, but adopts industry best practices from institutional portfolio managers and the latest academic research. The result is a rigorous approach that seeks to identify and address risk first, to help the likelihood that you will meet or exceed your goals. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investing with reason, so you may live intentionally.
We work for no one but you. We are committed to honoring a standard of care that puts our clients' interests first in all situations. As independent advisors we are allowed to work for our clients without interference from an "employer" or corporate headquarters. As a practice founded on the concept of focusing on individual and family needs, it means just doing the right thing, all the time.
Our team is our strength, and therefore, your strength. Your Summit Wealth Management team includes multiple financial advisors, insurance professionals and wealth management coordinators.
Many of our client relationships began in the 1990s and 2000s. We want to serve as a trusted advisor to you and your family for decades and generations to come.
We are proud to call the Florida Panhandle home, however; we work with clients like you all across the United States, Australia, India, Singapore, and other countries. No matter where you are located, we want you to have the same high level of service and experience as if you were sitting in our office in Panama City, Panama City Beach, Fort Walton, or Pensacola.
Our clients often send other family members to meet us. We understand it is important to know your friends and family members are in good financial hands. That's why we waive our account minimums to provide them with the same level of service that you have come to expect from us.
Our clients come from all walks of life. They are business owners and entrepreneurs, public servants and professionals across many industries and professions. The single factor that unites them? An appreciation for living intentionally and investing with reason.
They focus on the future, always considering the bigger picture when making financial decisions. Because their assets have a purpose, they invest wisely and seek independent counsel from wealth management professionals to guide them in a smart, supportive and proactive manner.
They appreciate the value of having a long term relationship with a trusted advisor to address their needs and those of their family. As such, we engage in a detailed discovery process to help ensure new clients are a good fit for us and we are a proper fit for them.
Our clients often send other family members to meet us. We understand it is important to know your friends and family members are in good financial hands. That's why we waive our account minimums, which for new clients would be a standard portfolio value of $500,000, to provide them with the same level of service that you have come to expect from us.
If you feel that your individual circumstances warrant an exception to our minimum, we are happy to consider them on a case-by-case basis.
The process of achieving your life goals takes decades of hard work and diligence. Veering from your set course can derail all that effort, so it is crucial to ensure that you are on the right track.
During our first year, we will be working intensively with you to assess you current circumstances and prioritize areas requiring immediate attention and address those areas first. Our follow-up meetings and reviews will be more frequent at this stage to allow us to consult with you and make any necessary course adjustments as quickly as possible.
Contact us today firstname.lastname@example.org or (850) 784-4542 to take your first step forward.