Description: o matter where you are in your retirement journey, our aim is to maximize your financial standing by designing a plan to achieve all of your goals and guiding you to the peak of your highest values. MICHAEL WOFSEY. Independent Financial Advisor & Fiduciary
At Summit, we believe our interests and our clients’ interests are one and the same. In line with the Investment Advisors Act of 1940, we swear by the highest fiduciary standard.
Our promise to you is that we will recommend the best course of action for your unique needs—each and every time.
The Pathway to Your Retirement.