Multi-Generational, Independent, Fee-Based, Fiduciary Financial Planners

Dave Routh, the "D R" in D R Summit, founded his own independent wealth management company and has been an independent CFP financial advisor for over 30 years. His son Nick Routh joined the firm as a CFP in 2013 and together they are committed to helping their clients navigate the financial markets and implement planning strategies to pursue their financial goals.  With personalized investment strategy, comprehensive financial planning, and a time-tested process they have helped hundreds of households across the nation pursue their goals.  Dave and Nick can help anyone optimize portfolio management, strive to maximize their retirement assets and retirement income, analyze insurance needs, as well as coordinate tax, gifting, and estate strategies. 

What Makes Us Who We Are?

Because of our multi-generational approach, we are very long-term relationship oriented.  As Fee-Based Investment Fiduciaries in advisory relationships, we are on the same side of the table as the clients...not motivated to sell any specific products, but rather look to add demonstrable value wherever we can- and then maintain these successful relationships for life!  We take the time to get to know each individual, family or small business...analyze their wants, needs, concerns...and then develop recommendations in their best interest. 

We Do Not Outsource Money Management!

    Using proprietary models we manage all of our own client investment portfolios in-house.  This way we have direct control over how strategies and allocations are designed, and thus more ability to adapt to ever changing financial market conditions.  We specialize in diversified, low-cost, liquid investment portfolios combined with active management.  We run tax sensitive growth models for conservative to aggressive investors, dividend focused strategies seeking less volatile growth and others aiming for high dividend income to live off, as well as offerings like hedged/buffered portfolios. 

Click On "Our Process" Below, or "Asset Map" on the top toolbar to learn more!

_{For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither LPL Financial nor any of its representatives may give legal or tax advice.}

Products and strategies mentioned may not be suitable for all investors.

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 pursuing your objectives. Our commitment is to always provide independent advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.