For Clients

The Summit Difference for Wealth Management

Once you decide to become a Summit Planning Group client, we will work with you, tailoring your investments to your needs while working to ensure that they are also appropriate within bigger scope of the world economy. Our managed accounts are monitored on a daily basis, in an effort to ensure that your portfolio is adjusted as economic conditions change. No "buy and hold" - your portfolio is designed to be reflective of your goals AND in sync with the "big picture."

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