Our insurance team identifies, assesses, and mitigates potential threats, ensuring sustainable growth and resilience.
We have decades of experience creating benefits packages tailored to meet the unique needs of organizations and individuals.
We provide comprehensive retirement plan management for companies, ensuring employee financial security and satisfaction.
Our skilled advisors provide an innovative and holistic wealth management approach to build personalized investment strategies.
We are a national full-service benefits firm offering innovative and comprehensive solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, and Wealth Management. Driven by our core values of integrity, commitment, and innovation, we help secure a financial future for our clients by combining expertise with a personalized approach.
The Summit Advantage is a proven, comprehensive process designed to provide clients with security, financial confidence, and success. Our clients receive customized solutions and ongoing support to confidently pursue their future.
We partner with companies, executives, HR professionals, and individuals to create a plan that meets objectives.
Fort Summit is an inspiring environment that is perfect for company training, client meetings, and leadership retreats. It’s a place where we often invite clients and partners when we are looking to draw inspiration from the world around us.
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Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which theyare properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
