We uphold our absolute fiduciary responsibilities in all client relationships.

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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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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.

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.

Our designations

A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. AIF Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own investment practices

Unlike a general financial planning program like the CFP or ChFC, the RICP delves much more deeply into the specific area of retirement income planning. Retirement Income Certified Professionals® use the most current techniques to identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. They address everything from how retirees can use their savings in smart, strategic ways to realize their dreams during retirement, to making a financial action plan for how they’ll be cared for if they can no longer care for themselves. They provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.