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.
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.
Dan Haines, CFP®, CFA
Jeff Belmonte, CFP®
SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.
975 Spaulding Ave., Ste B
Ada, MI 40301