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Summit Investment Guidance Partners

A Unique Perspective

The people we serve are our top priority.  More important than their investments, are their priorities, interests, goals and opportunities.

Learning what you really want to accomplish, is where we begin.  Your portfolio is merely a tool for the journey.

As an established, entrepreneurial boutique firm, Investment Guidance Partner defines who we are, the way we work and how we are rewarded.  We have no product, revenue or service conflicts — and are compensated on a completely transparent, fee-only basis.

Listening, really listening, is part of what makes us different.  Our unique value lies in our perspective, process, attention to detail and being proactive.