Welcome to Shore to Summit
Our services

Comprehensive investment planning and wealth management

Personalized investment portfolios

Retirement income planning

Retirement and benefit plan approaches for small businesses

Access to lending services through Wells Fargo affiliates

Legacy strategies and access to trust and estate planning services through Wells Fargo affiliates

Why Choose us?
Our mission at Shore to Summit Wealth Management is to provide premier, comprehensive planning and investment management services to guide select families and businesses to achieve their wealth management goals.
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals