Shore to Summit Wealth Management, LLC is comprised of a team of strategy-oriented advisors with capabilities in a multitude of wealth management areas.
Our wide-ranging client base consists of corporate executives, business owners/personal service corporations and other high-net-worth individuals, couples and families. We also work closely with numerous physicians,
dentists, attorneys and other personal service professionals.
Each client has a lead relationship with one of our financial advisors. In support of that direct relationship, we apply, as a team, our complementary skill sets and collective wisdom. We believe that we can address the many levels of complexity in your financial life.
Shore to Summit strives to know each client thoroughly. Our objective is to provide individualized, highly-focused advice and guidance combined with responsive, white-glove client service.
"At Shore to Summit, we support clients in their pursuit of financial goals. In addition to my holding the
Certified Investment Management AnalystTM designation, Ben and I are both CERTIFIED FINANCIAL PLANNERTM practitioners, and four of our team members are Chartered Retirement Planning CounselorsTM.