Broker Check

D R SUMMIT Wealth Management Inc.

Taking success to the Summit

D R SUMMIT Wealth Management Inc. is an independently owned financial consulting firm offering wealth management services to successful individuals and business owners across the nation. We work with each client to build a customized and comprehensive financial plan and then carefully monitor the plan's implementation with the passion that comes from our experience and dedication to putting our client's concerns above all. We are a fiercely independent firm, believing there is no cookie cutter approach when it comes to assisting clients in reaching their own unique vision of personal success.

Although we typically work with clients holding financial assets over $500,000, we rarely turn down newer investors as long as they are dedicated to building their future success. In any case, D R SUMMIT Wealth Management Inc. has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.