Summit Capital Management

You’ve spent a lifetime helping others, let us help you. Our firm helps school district employees plan and prepare for their retirement. Since our company’s founding, we’ve been endorsed by the Missouri National Educators Association. We make it our duty to ensure that school district employees have a firm foundation on which to build their financial future. We also understand the unique challenges associated with that profession. In addition to school district employees, we also help first responders and hospital employees prepare for their retirement. You spent your careers helping others, let us help you set up for your retirement. It would be our honor.

We believe open and direct communication with our clients is an essential component to success. Financial planning is personal, so we often ask that our clients share with us many things that they don’t share with anyone but their family.

We often ask that our clients share with us many things that they don’t share with anyone but their family. We also do something which many find unusual; when necessary, we will spend time educating our clients about market behavior and market risk. We have learned over time that educating clients about the markets helps to ensure that we invest their assets in a manner that is congruent with their goals. Education is an essential step in our “pathway to success” process.