Our Services

Fiduciary services from experts you can trust

Financial
Planning

We want to help you build wealth not only when you work, but over the course of your life. Our team will help you cultivate the earnings you need to meet your retirement expectations.

Retirement Income Planning

Hoping to continue earning in your retirement? Our tailored approach will ensure you plan for a healthy income after you stop working. Together, we’ll craft a strategy based on your goals.

Investment
Management

Our proprietary investment strategies are meant to exceed your expectations. Summit will develop a custom portfolio, working to fuel your financial growth while preventing downside risk.

Legacy and
Estate Protection

Leave behind the legacy you desire with Summit by your side. From life insurance to estate planning, our team will make sure your loved ones are cared for—no matter the situation.

Ensuring peace of mind to clients and families with financial planning and investment management solutions

Our Process

We offer a strategic process for brand-new clients.

Financial Life planning

FIRST YEAR

  • Financial Review
  • Client Set-Up
  • Budget Management
  • Goal Setting
  • Implementation of Goals
  • Investment Strategy/Implementation
  • Risk Management
  • Tax Planning
  • Estate Planning
  • Executive Compensation & Benefits

Renewal Year

  • Investment Strategy
  • Tax Management
  • Cash Management
  • Goals/Annual Objectives
  • Assessment

Schedule Your Complimentary Consultation

What better time than now to book a discovery call and
get to know the Summit team?

We invite you to connect with us today so we can get acquainted. By the end of this complimentary meeting, you’ll know exactly whether our services are right for you.

Set Appointment

Email

michael.wofsey@fta-ria.com

Phone

(203) 428-4254
(208) 627-5940

Address

48 Union Street Suite 1C
Stamford, CT 06906

409 Coeur D Alene Ave
Coeur D Alene, ID  83814