We Help You

Navigate the Risks and Rewards of Wealth

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.

We Help You Secure Your Financial Future

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.

Affiliations and Designations

Let's Have Coffee