SummitView Advisors

SummitView Advisors is a small, independent wealth management firm located in Forest Hills, Michigan. With a team of three employees, the firm focuses on providing personalized financial guidance and investment strategies to individuals and families. SummitView Advisors specializes in financial planning and investment management. They help clients develop comprehensive financial plans tailored to their specific needs and goals, encompassing areas such as retirement planning, college savings, and estate planning. The firm also manages investment portfolios, utilizing a forward-thinking approach that incorporates technology to optimize returns. A key differentiator for SummitView Advisors is their fee-only structure. They do not accept commissions or kickbacks from any third-party sources. This ensures that their financial advice and recommendations are always in the best interests of their clients, eliminating potential conflicts of interest. SummitView Advisors can be reached through their website, summitviewadvisor.com, for more information about their services and how they can help you achieve your financial goals.