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.
Our Team Members
Brad Tiche, AIF®, RICP® is our Retirement Income Specialist and president of Summit View Wealth. He has more than 25 years of experience helping individuals and families create comprehensive wealth management strategies that are aligned with their personal goals. Continue Reading >>
Kacey Northrup, MBA currently leads our Financial Planning Department. She specializes in providing fully comprehensive planning services to individuals and families. Kacey brings diverse experience to our clients having worked with various Broker/Dealers before finding her home with Summit View Wealth. Continue Reading >>
Megan Burgess is our Director of Operations and brings more than 20 years of operations excellence to Summit View Wealth. She is committed to exceptional relationship management, team performance and business development. Megan leads the team in ensuring outstanding client service, implementing seamless processes and delivering solutions in, often, complex circumstances. Continue Reading >>