Our customized programs are designed to grow and conserve our clients’ wealth by delivering personalized service and expertise. You will find that K2 Summit Wealth is client focused. Our approach is to educate clients, help simplify and organize their financial lives and help create confidence for today and tomorrow. We will take the time to know you and your financial position, only making recomm
endations to you after a thorough analysis and a review of your options. Our success is not measured by statistics, but rather your success in pursuing your goals. K2 Summit Wealth, LLC is an independent financial services firm. This means we are working independently for our clients rather than representing a specific insurance or investment company. We have teamed with Osaic Wealth who is a national independent securities broker/dealer registered with FINRA and SIPC. While financial strength of our broker/dealer is extremely important to our firm, the investment products offered through Osaic Wealth are just as vital. Osaic Wealth provides us with a vast assortment of financial products that are offered through a number of different financial institutions. All of our clients have different financial goals and needs. Having access to a large array of investment choices allows us to customize each client's portfolio specific to them. In order to provide our client’s with a full range of investment opportunities we provide the following services:
Retirement accumulation and distribution plannning, Traditional
IRAs, Roth IRAs, 401Ks, 403Bs, SEP IRAs, Simple IRAs and other Qualified Plan analysis and consolidation
Stretch/Inherited IRA’s
Tax Efficient Investing Programs
Income generation plans
Life Insurance review and recommendations
Long Term Care needs analysis
Social Security Advising
Estate Planning
529 College Savings Plans
Small Business Solutions
To implement the services above we utilize
the following investments and products:
Managed Accounts
Variable Annuities
Fixed Annuities and Fixed Indexed Annuities
Mutual Funds
Exchange Traded Funds (ETF’s)
Unit Investment Trusts (UIT’s)
Real Estate Investment Trusts (Traded and Non-Traded)
Stocks/Bonds
Life Insurance - Permanent and Term
Long Term Care Insurance
529 College Savings Plans
Energy Programs
