About Summit
A steady partner for the long ascent.
Summit Wealth Management helps individuals, families and business owners build, protect and pass on the wealth they have worked to create.
We start by listening. Every plan we build begins with your goals, your timeline and the people who depend on you. From there we coordinate your investments, retirement income, tax considerations and estate plans into one clear strategy, then stay with you as markets move and life changes.
We keep our client relationships personal on purpose. You will work directly with an advisor who knows your plan, returns your calls and meets with you on a regular schedule.
- Plan firstInvestment decisions follow from a written financial plan, not the other way around.
- Plain answersWe explain fees, risks and trade-offs in language you can act on.
- Long viewDisciplined, diversified portfolios designed to weather more than one market cycle.
Our advisors
The people beside you on the trail
Founding Partner · Wealth Advisor
Darren McQuary
Darren works with families and business owners on retirement planning, investment management and wealth transfer. Before co-founding Summit, he spent 8 years focused on tax and income planning and investment strategies.
Partner · Wealth Advisor
Spencer Dix
Spencer leads portfolio strategy at Summit and helps clients turn savings into dependable retirement income. He focuses on tax-aware investing and coordinating plans with clients’ CPAs and attorneys.
Start the conversation
Let’s map out your next ascent
An introductory meeting is a no-obligation conversation about where you are today and where you want to go.