Founded in January of 2014, Summit Strategic Advisors LLC is the culmination of over 45 combined years of public accounting, consulting, and industry experience embodied by the three founding members’ entrepreneurial spirit and deep desire to create a boutique tax advisory firm. As a boutique firm, our primary focus and passion lies with providing our clients with more sophisticated, specialized, and personalized services that extend beyond the traditional tax preparation and compliance services other firms provide. Our team is committed to devoting the time and energy necessary to gain valuable insight into each client’s specific financial goals and aspirations.
This allows us to utilize our specialized knowledge and proven expertise to effectively deploy strategic tax planning and business advisory solutions that are innovative and proactive.
Furthermore, we designed our firm to function as part of a cross-disciplined advisory team, working in tandem with our clients and their other professional advisors to help create, implement, and maintain a comprehensive, customized, and fluid plan to build financial legacies while minimizing taxes.
As the three founding members, we initially discovered that choosing a name for our firm that would reflect our vision and mission was no simple task. We wanted our firm’s name to transcend the traditional last names or initials of the founding members, and to represent the passion of who we truly are, why our firm was created, and what we strive to achieve for our clients each and every day. At the same time, we wanted to focus on a different paradigm, providing personal, customized services versus the repetitive, cookie-cutter services sometimes present within tax and accounting firms. Therefore, we were determined to create a client centric firm that would embrace a fun and progressive culture, value quality over quantity, and encourage client interaction and participation.
After much thought and discussion, we ultimately decided on the name Summit Strategic Advisors LLC. We chose “Summit” because when a mountain is present in the landscape, its summit can be seen from all directions and is the highest point of which anyone can climb. The summit is beautiful, yet appears to be mysterious, intimidating, out of reach, and at times a journey to the top would seem unrealistic, complicated, or nearly impossible. Each person’s perspective from their unique vantage point is different. In economic terms, the summit could represent financial independence, retirement, financial security, building a legacy, or simply being in the position to share your wealth with others.
Whether you are currently about to embark on your journey to the summit, are in the midst of ascending towards it, or believe you have reached the top and aspire to remain there, our team of tax professionals can help mitigate the challenges and obstacles that will arise. We are experienced and trusted advisors who are willing to devote the necessary time, energy, and passion to help guide you on your quest to the peak. Your goals become our goals, and we would be honored to have the opportunity to become part of your team in articulating, developing, and implementing successful strategies so that you may not only reach and prosper at your financial summit, but so that you can also enjoy the climb!