Our Foundation

Vision Statement 

The Vision of Summit Pointe Advisors is to work with individuals, families, and business owners through a process of genuinely listening and discovering the aspirational vision of their greatest selves and serving as a catalyst for positive change through education, communication, and collaboration.   

Core Values 

  • Responsiveness - Listening to and understanding client needs
  • Integrity - Developing rapport through honesty and trust
  • Creativity - Designing personalized strategies to accomplish goals
  • Excellence - Engaging in lifelong learning and continuous quality improvement

Mission Statement

The Mission of Summit Pointe Advisors is listening to and understanding the needs of individuals, families, and business owners to recommend and implement strategies that create, accumulate, protect, and transfer wealth with a focus on planning for education, minimizing taxes, building retirement income, and gifting to loved ones and charities.