Our Services

American Summit Financial offers a wide range of investment and financial planning solutions. Unlike many stockbrokers and financial advisers, we maintain a fiduciary obligation to our clients, the highest legal duty of one party to another. This means that we owe the duties of good faith and trust to each and every client, and ensures that we are always acting in our client’s best interest.

Our fees are always transparent and straightforward. We are not paid on commission, which means we are not incentivized to create unnecessary transactions or sell particular products to our clients. These factors help ensure that our interests are more closely aligned with our clients. Put simply, we grow as you grow.

“The Client’s
Best Interest
is the Only Interest.”

Our Services Include:

  • Comprehensive fee-based asset management services, including separately managed accounts containing portfolios of stocks, bonds, mutual funds, ETFs, and publically traded real estate investment trusts (REITs).
  • Tax managed portfolios and customized tax loss harvesting strategies.
  • Various available account types including individual / joint accounts, Traditional IRAs, Roth IRAs, and SEP-IRAs.
  • 401(k) Rollovers and IRA Transfers.
  • Financial planning services including retirement planning, college planning, tax planning, and estate planning. Our process takes a holistic view of all available resources, including employer granted stock options/warrants/restricted stock, employee stock purchase and ownership plans (ESPP and ESOP), deferred compensation, pensions, trusts, and social security.