About Us
We are a Registered
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As a Registered Investment Advisory firm, we are held to the highest legal and ethical standard in everything that we do for our clients. This "fiduciary duty" forms the cornerstone of every interaction and every recommendation that we undertake -- always and without exception. Your interests must always come first. It is how we would want our own financial affairs to be managed. There is no reason for you to settle for anything other than that level of advice.
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Establishing a firm foundation is critical to successfully reaching your goals.
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Once we have established with you what your investing goals are, it is essential that we build a proper foundation for your investments. Building your foundation begins with identifying the various account types (IRA, Individual, Roth IRA, 401(k), 403(b), pension, Health Savings, College Savings/529, etc.) that are available to you. This critical examination is all too often passed over in a rush to invest funds quickly. Overlooked in that rush is the fact that the type of accounts that you have can be just as critical to helping you reach your goals as the actual investments that you hold in those accounts.
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Our investment process is transparent, understandable, and focused on your long-term success.
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Magic tricks featuring hidden trap doors and sleight-of-hand are fun to watch on stage. But, such techniques are not an appropriate way to invest your hard-earned money. It is our belief that that you should know what investments you own, how they work, and how each investment fits into your overall financial plan. If we do not understand, in detail, how a particular investment will function over time or if we cannot easily explain an investment's salient points to you in a concise manner, then that investment does not deserve a place in your portfolio. Wall Street loves to promote the complex and the sleight-of-hand. But, because these investments do not pass our transparent and understandable test, such investments will not end up in an account that we manage for you.
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Making the complex world of money simple.
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If you are interested in partnering with someone who is truly working as a fiduciary on your behalf and who utilizes an understandable investment process in order to help you reach your goals, then we would like to hear from you. Click here to get in touch with us
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Summit Financial Management LLC is a Wisconsin registered investment advisor