Welcome to Shore to Summit

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.
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