Financial Advisors
Gig Harbor, WA
Summit Wealth Management is an award-winning, boutique wealth management firm headquartered in Gig Harbor that takes a holistic, client-centered approach to financial planning. Rather than pushing products or stock tips, they start by understanding each client's life goals, values, and vision for retirement and legacy—then build a comprehensive strategy together. Partnered with Commonwealth Financial Network, they combine personalized attention with access to sophisticated resources and a full range of wealth management services.
Ideal for: Pre-retirees and retirees seeking comprehensive planning, High-net-worth individuals wanting personalized guidance, Families focused on legacy planning, Investors who value understanding over complexity
Service area: Gig Harbor, WA and surrounding Puget Sound communities
Holistic Life-Focused Planning: Summit starts by understanding your life goals, values, and vision for retirement and legacy—not just your portfolio. They help you make choices about the life you want to live, not just investment products.
Boutique + Enterprise Resources: They maintain a personalized, client-focused boutique approach while partnering with Commonwealth Financial Network ($133B broker/dealer), giving you both attentive service and comprehensive expertise.
Collaborative Decision-Making: Summit works WITH clients to ensure they understand and are invested in every financial decision, rather than simply managing portfolios on their behalf.
Address: 3010 Harborview Dr Suite 301, Gig Harbor, WA 98335
Phone: (253) 858-2884
Website: summitplans.com
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