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It’s more than an investment portfolio. It’s your future.

Life changes, retirement plans, stock options, taxes—building a plan for your future can feel complicated and overwhelming.
Maybe you’re wondering if you’re saving enough. Maybe you need assurance that you’re on track. Most likely you want to know a plan is in place so you can focus on your family, business and life. 
At SummitView Advisors, we get it.
We work with people just like you to establish a financial plan and manage their wealth. Our goal is to help you set a course for a life and a retirement you’ll love.
Trusted management and planning experience
Starting our own company and our time as corporate professionals has given us special insights into the needs of both business owners and high-level employees. With experience in everything from planning to managing portfolios, we’re here to help you reach your financial goals.
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The process is simple —

Design your plan

You know what you want! We work with you to find a path forward for your unique needs.

Make it happen

As fiduciaries, your best interests are our #1 priority as we work to implement a customized plan to help you achieve your goals.

Stay on track

Life happens. We’ll stay in close contact so we can make necessary course corrections.
You deserve to feel confident about your finances. Together, we’ll build a long-term relationship and provide you with comprehensive planning, sound advice, and professional portfolio management.
Take the first step to confidence in your financial future.

Let’s get started today.

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Dan Haines, CFP®, CFA
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Jeff Belmonte, CFP®
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SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.

SummitView Advisors

975 Spaulding Ave SE., Ste B
Ada, MI 49301
616-425-2150

 

7950 Moorsbridge Rd., Ste 202
Portage, MI 49024
269-459-3090
contact@summitviewadvisor.com

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Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.