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The wealth management platform at Summit Asset Strategies provides clients with the integrated benefits of experienced investment consulting.
Each client has a unique set of needs and goals that go beyond the professional management of their investment portfolio. As a standard part of our relationship with clients we provide expertise and resources to address such needs as:
Financial Guidance
- Integrated financial planning
- Risk assessment
- Multi generational transitions
- Philanthropic planning
- Debt management & leverage options
Asset Management
- Independent investment advisory services
- Customized portfolio construction & management
Tax Management
- Tax harvesting strategies
- Tax minimization techniques
- Proactive tax planning
Estate Planning Services
- Facilitate wealth transfer & planning
- Coordinate the design of the estate plan
- Minimization of estate taxation
- Manage charitable giving
Personal Trust Services
- Estate settlement
- Revocable Living Trusts
- Grantor Retained Annuity Trusts
- Irrevocable & Testamentary Trusts
- Charitable Remainder Trusts
- Special Needs Trusts
- Private Foundations and Endowments
Small Business
- Retirement plan oversight
- Succession planning
- Corporate investment strategies
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