We'll help you scale new heights
At Summit Capital, our clients are our focus. We know you work hard, and we want your investments to work hard for you.
We create financial strategies that are tailored to your individual needs and goals.
Our dedicated team has years of experience to guide you through all of life's moments.
Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.
Bridging the Confidence Gap
Risk Tolerance: What’s Your Style?
Preparing For the Ultimate Vacation
Wealth Management Advisor
Check me out on BrokerCheck. Jim currently serves as a Special Review Committee Member for the Government Finance Officers Association's Certificate of Achievement for Excellence in Financial Reporting Program. Jim is also a recipient...
Partner/Wealth Management Advisor