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 the team's financial advisors. In support of that direct relationship, we apply as a team our complementary skill sets and collective wisdom that have developed over
the years. 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 draw on a wealth of experience and access to premier thought leadership, products and services to 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.