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Our mission
Summit was founded to help people define and reach their financial goals.
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Combined, our team has 33 years of experience in delivering advice and growth for our clients. Helping people define their goals, work to achieve those aims, and to change course if life changes direction are all part of what we offer.
“The summit is what drives us, but the climb itself is what matters.”
— Conrad Anker, American rock climber and mountaineer
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