Who is Summit View?
Summit View is a Pittsburgh-based financial services firm where the advisors offer fully comprehensive financial planning services. Our primary goal is to provide exemplary guidance to those looking to get a better handle on their financial management to secure a sound financial future. We help our clients make consistently smart financial decisions within the context of their comprehensive financial plan throughout all stages of their lives.
We are relationship ambassadors and personal financial advocates. Our team will evaluate your entire portfolio and provide recommendations and options aimed at maximizing your returns. We will develop and recommend a financial strategy, then set a course that is monitored every step of the way to help you secure your financial future.
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Innovation & Technological Sophistication
The application of leading edge technology is of utmost importance in fulfilling our primary role as your trusted advisor. Summit View’s open-architecture platform allows us to provide personalized, hands-on service, through our close collaboration with innovative, results-focused software systems.
Our arsenal of innovative wealth tracking tools includes contact management and financial planning systems, multiple custodial services, investment analytics technologies, multi-source institutional investment research, data aggregation, online tracking and performance-reporting systems. All of which are used to monitor your progress every step of the way.
By capitalizing on the advantages of these sophisticated financial planning innovations, we deliver broader, speedier access to customized investment options to help you navigate the risks and rewards of wealth.
As an independent firm and your trusted advisor, Summit View Wealth Management is optimally positioned to invest in areas that are specifically focused on your needs — not the varied, unrelated needs of a huge organization. We select the resources that we believe are solely and completely in your best interests, using open-architecture technology. Both formally and legally, we uphold our absolute fiduciary responsibilities in all client relationships.
We Help You
Secure Your Financial Future
Talk to a Trusted Advisor and Retirement Income Specialist
Accredited Investment Fiduciary®
Retirement Income Certified Professional®
Brad Tiche, AIF®, RICP® is president of Summit View Wealth Management as a trusted advisor and retirement income specialist in Pittsburgh, Pennsylvania. Brad has more than 25 years of experience helping individuals and families create comprehensive wealth management strategies that are aligned with their personal goals. As an Accredited Investment Fiduciary® and Retirement Income Certified Professional®, he assists those who are saving for their children’s secondary education, planning for their retirement, preserving their wealth and enjoying their long-anticipated “golden” retirement years.
Prior to joining Summit View in 2009, Brad spent 14 years working inside financial brokerage and mortgage firms in the Pittsburgh area in the roles of branch manager, president, and CEO. He holds a Bachelor of Arts degree from The Pennsylvania State University, and is a graduate of the Entrepreneurial Fellows Program, University of Pittsburgh – The Institute for Entrepreneurial Excellence. An educator at heart, Brad teaches adult courses at area colleges and universities and offers a series of retirement planning classes. Brad holds FINRA Series 4, 7, 24, 53, 63 and 66 licenses.
With a background in landscape architecture, Brad enjoys active farming and spending time outdoors. He lives in Pittsburgh with his wife, Lisa, and their children.
Summit View Wealth Management is a well-established and growing financial services firm in Pittsburgh, PA. Our team’s primary focus is fee-based financial planning and wealth management. We do not require our team members to track their time like most firms, but rather we measure the team member’s effectiveness in delivering value to the customers we serve. In addition to being a friendly and low-stress work environment, we also believe in providing a healthy work-life balance.
Our customers consist of affluent individuals and businesses in the manufacturing, professional services, medical, dental, real estate and logistics industries. If you are interested in learning more and joining our team, please send your resume to firstname.lastname@example.org
Thank you for your interest in Summit View!