Live in the Present Moment

Every day the world is getting more complex which can take us away from the present moment. Summit Wealth Planning's unique planning approach allows you to stop thinking or worrying about the future so you can focus on living today.

Financial planning through different stages of life can be daunting. We are here to help make it simple!  

Our team at Summit Wealth Planning specializes in:

- Business growth and continuation planning

- Retirement accumulation and distribution planning

- Financial planning with career starters to keep them on track

By partnering with Northwestern Mutual, one of the strongest financial institutions in the country, we are able to provide first class financial planning to achieve your goals in every stage of life.

Summit Wealth Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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