SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families.
Our clients are focused on the decision making process and their investment management needs as retirement, job change or the sale of a business approaches.
We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As a fee-only advisory firm, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us best with our clients.