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 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. Continue Reading >>
Kacey Northrup is a trusted Financial Advisor at Summit View Wealth Management in Pittsburgh, Pennsylvania who specializes in providing fully comprehensive financial planning services to individuals and families. As a key member of our team, Kacey works with clients to help them achieve their retirement, estate, investment and tax planning goals by evaluating their portfolio and recommending a monitored financial strategy that is aligned with their unique, personal goals. Continue Reading >>
Megan Burgess is the Director of Client Services and Operations at Summit View Wealth Management in Pittsburgh, Pennsylvania and oversees a team dedicated to putting our clients’ best interests first. Megan works with our trusted advisors to ensure outstanding client service and delivers solutions in often complex circumstances. She is dedicated to the improvement of operational processes and works meticulously to ensure all business is executed proficiently and accurately. Continue Reading >>