Our Process

Whether you’re an individual looking to build wealth for your family’s future, a fiduciary responsible for a charitable fund, or a business owner looking for advice with your pension and profit-sharing plans, we’ve got you covered. Here’s what the process looks like:

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Discovery

This is the critical first step in building a long-lasting financial partnership: listening and learning. We’ll ask you questions about your life and use your answers to guide our plan and process. Are you working in the tech sector? Has the value of our home tripled since moving in? Is your estate plan in order? This is about figuring out where you are now, where you want to be and everything in between.

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Onboarding

Next we begin developing and finalizing your plan, drafting an investment policy, and agreeing to strategies to build and preserve your wealth. Once we have a clear picture of your objectives and the key results we need to achieve together, we will keep you on track for the upcoming year and set you up for long-term success.

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Ongoing

An important part of our ongoing relationship is being a proactive partner. We check in with you between meetings to make sure everything is going as planned or if there are changes that we should be aware of. We manage your investments in accordance with your personalized investment policy and report progress toward your goals. We make this journey together, and acknowledge the trust you place in us as your partner by being always available to you.

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Who we are

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Aaron Szager, CFP®

Advisor Group Manager