We Help You

Navigate the Risks and Rewards of Wealth

Our Team

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.

Check the background of investment professionals on FINRA’s BrokerCheck.

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.

Our Approach

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

Career Opportunities

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 megan@summitviewwealth.com

Thank you for your interest in Summit View!

Affiliations and Designations

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