Let Us Guide You on Your Journey to a Secure Financial Future

SERVICES

  • Family Wealth Planning
  • Financial Planning
  • Investment Services
  • Life Insurance Planning
  • Retirement/Income Planning
  • Social Security Planning
  • Tax Planning

Are you Retired or About to Retire?
Talk with a Retirement Income Specialist Today!

Your Retirement Income

Ever Ask Yourself, “What’s My Income?” Learn how to create sustainable income throughout your retirement.

Retirement Workshops

Education is a lifelong process. Learn the best strategies to help you prepare for retirement.

Because Your Financial Road Map is Unique

You won’t find automated financial or retirement calculators here.

Each person’s financial situation and goals are unique, so our advisors prefer a hands-on approach to reviewing and evaluating the financial and retirement needs of each individual, each household, each family. We suggest the best possible strategy to help you navigate the risks and rewards of wealth.

Let us show you how »

Summit View Wealth Answers Your Common Questions

 Q.

How do I calculate my income in retirement?

 A.

As retirement age approaches it is important to determine your income needs by calculating the amount of income that will be generated from your accumulated wealth while allowing your assets to continue to grow. Our advisors will help to maximize your nest egg by outlining the risks and rewards of a tax efficient retirement strategy to help you live out your golden years in financial comfort.

 Q.

What is the best approach to saving for retirement?

 A.

There are different ways to approach saving for retirement; we customize an investment roadmap unique to your situation by first evaluating your assets, determining your risk tolerance, defining your time horizon and identifying the most efficient diversification strategy to help you protect and grow your money in order to secure your financial future.

Do You Have the Traits of a Successful Client?

THEY ARE FINANCIAL DELEGATORS

Our community of clients is comprised entirely of financial delegators. They appreciate, and are willing to follow the advice of an expert.

THEY ARE PASSIONATE ABOUT GOALS

All of our clients are passionate about their desire to accomplish their goals. They realize that achieving their goals requires both money and planning.

THEY ENJOY SIMPLICITY

Our clients enjoy the simplicity and freedom that comes from having all of their financial assets under the watchful eye of a single, trusted advisor who leads a team of highly skilled and experienced subject matter experts in all areas of finance.

THEY VALUE OUR WORK TOGETHER

Our clients appreciate advice and guidance. Due to the high level of client interaction and attention, our Pittsburgh Wealth Management Services make sense for high net worth individuals and families with well over $1,000,000 of investable assets.

THEY FOCUS ON WHAT'S IMPORTANT

Our community of clients values our relationship. By delegating, they can focus their valuable time and energy on the things in life that are most important to them.

THEY CAN HANDLE THE TRUTH

Our clients want to hear the truth from us regarding their financial situation… no matter what.

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