Ron Chandler, Summit Investment Management

At Summit, we work with our clients to create an honest assessment of what they have and where that can take them.

As life happens, our financial advisors model various “what if” scenarios and work with you to choose the proper adjustments to return safely to the same, or similar, path. Wouldn’t you want a Sherpa who can adapt the climbing strategy to account for sudden weather changes and not one who panics at the first unexpected breeze?

The financial industry has become extremely complex, and everybody needs some level of financial guidance. The danger of a solo Everest climb is obvious and calamity can strike suddenly; the risks of a solo attempt at your financial summit are hidden and can take years before they are realized.