Join Shore to summit

Why Shore to Summit?

We’re dedicated to helping you curate a life. Before you’re a financial professional, you’re a spouse, partner, parent, caretaker, friend, adventurer, artist, or leader/volunteer in your community. Our goal at Shore to Summit is to create a balanced, harmonious community so that on your journey, you’re free to Enjoy the Ride.

Our expanding presence across the United States allows us to continually add to our core strengths and resources to better serve the needs of our clients and associates.

At a Glance:

  • Multiple locations across the U.S.

  • Over a decade of virtual multi-site office management and support

  • Four successful mergers in 24 months

  • Two successful acquisitions in 2022-2023

  • Franchising and management opportunities

Value for Your Clients

Freedom and Control

  • You decide how you serve your clients
  • Shore to Summit is a boutique wealth management practice with a wealth of knowledge and experience
  • You are able to put clients' interests first while retaining the capabilities of an industry-leading wealth management firm
  • Competitive client fees

Forward-Looking and Flexible

  • Staff is salaried, not hourly, with the goal of better work/life balance for all
  • Ability to act quickly on client requests without bureaucratic constraints
  • Expanding footprint and resources
  • You gain access to the resources you need to support clients (i.e., home office, other branches, other core competencies)

Open Architecture Platform

  • No conflicts of interest
  • Wide array of products for investing and beyond
  • A brokerage platform that allows advisors to be an independent business owners while still having access to an industry-leading wirehouse

Client-First, Always

  • Always committed to helping our clients succeed
  • 9 successful mergers since 2019.

curate a life   at Shore to Summit

The tight-knit professional Shore to Summit Wealth Management Team is diverse in experience, backgrounds, credentials, and qualifications. Our combined tenure in the financial industry creates a thorough meld of knowledge and skill sets to help keep you on track toward your destination while you Enjoy the Ride.

To learn more about how to curate your life as a team member at Shore to Summit, contact [email protected].