About Summit View
Summit View is a Pittsburgh-based financial services firm where the advisors offer fully comprehensive financial planning. Our primary goal is to provide exemplary guidance to those looking to get a better handle on their financial management by helping our clients make consistently smart financial decisions within the context of their comprehensive financial plan throughout all stages of their lives.
We will evaluate your entire portfolio and provide you with recommendations and options that are aimed at maximizing your returns and helping you reach your financial goals.
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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.
Innovation and Technological Sophistication
Top-tier technology is of paramount importance in fulfilling our primary role as your trusted advisor. Our open-architecture platform allows us to provide high-touch service, tailored exclusively for you, through our close collaboration with results-focused software systems.
These financial management tools include multiple custodial services, contact management and financial planning systems, investment analytics technologies, multi-source institutional investment research, data aggregation and performance-reporting systems.
By capitalizing on the advantages of these sophisticated financial planning innovations, we deliver broader, quicker access to investment alternatives customized to address each of your life goals.