Our Process

Our Process and Wealth Management at Summit Planning Group near Syracuse NY image of business meeting

Perspective - Understanding the macroeconomic view of the world around us and its impact on investments.
Discovery - Learning your personal, professional and financial life goals.
Design - Creating a financial plan that provides the optimal mix of assets and income, tailored to fit to your needs and the economic climate.
Implementation - Putting your new plan into place, and coordinating it with any existing retirement plans, estate plans, long-term care plans, tax planning strategies, and income needs into a well-rounded, comprehensive wealth plan.
Active Management - Daily reviews of your investments, with strategic adjustments made as macroeconomic conditions change.

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."