Since 1986, we’ve helped hundreds of individuals and families fulfill their dreams and achieve financial security. Our founder, Jerry Zins, sought to create a firm that put clients first by taking a genuine interest in their financial well-being. Since that time, Summit Wealth has blossomed into a highly-respected practice in the community where clients can come to receive the individualized attention and high-end service that they deserve.

Our loyalty is to our clients. Through creative financial planning strategies, we have helped our clients retire comfortably, start a business, transition to a new life stage – all with financial peace of mind. We build and sustain deep relationships with them and are honored to preserve their legacies across many generations.

Our Mission

Our sole purpose is to guide our clients to their financial summit. While each summit may look different than the next, we aspire to join you on your journey and lead you towards financial security, confidence, and peace of mind.