Summit Planning Group was founded by Richard Urciuoli in 1986. Over the years, we have steadily grown. Today we oversee more than $245,000,000 in assets, serving clients in more than twenty states.
Capitalize on Our Experience
With more than 35 years in business, we have been through economic ups and downs. Our longevity has given us both experience and perspective. We use that experience, and the wisdom we've gained from it, to create disciplined portfolios designed with the goal of protecting your principal while meeting your investment goals.
Your Needs Come First
We all value good service. At Summit Planning Group, we strive to provide exceptional service to each person with whom we come into contact. From the first time you call us, our goal is to treat you in the manner in which we'd all like to be treated - with professionalism, trust and courtesy.
And our service doesn't end once you become a client. We believe that every day is a new opportunity to earn your business and we take that very seriously. We have a team of highly qualified retirement planners, as well as a staff of five experienced service specialists who are totally focused on providing personal customer service to each of our clients.
At Summit Planning Group, we have created a business model designed to ensure continuity of service in any circumstance. Our financial planners, analysts and service specialists are all part of a team that shares the same wealth management philosophy. At least three team members are actively involved with each client's portfolio. We do this in an effort to ensure that, regardless of circumstance, we are always able to seamlessly provide the same financial management expertise and support that you’ve become accustomed to.