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DR Summit Wealth Management

DR Summit Wealth Management is an independently owned financial consulting firm committed to offering exceptional personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, we have the financial management experience to direct you toward reaching your objectives.

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Debt Stress

Debt Stress

There’s a link between debt and stress.