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Our Mission

It is our mission to be the single resource for comprehensive wealth management with deep and meaningful relationships that can last for generations.

As a boutique advisory firm, we serve a select group of emerging affluent and high net worth clients and their families.

  • Independent

  • Fiduciary

  • Experience

  • Expertise

  • Integrity

To be a fiduciary — as with an attorney or physician — requires a relationship based on integrity, trust, confidentiality and transparency.  For 26 years, we have accepted the elevated expectations of a fiduciary relationship with our clients.  Recently, this has become a popular choice by marketers of planning and investment services but at the inception of Summit, this was a purposeful, client-focused decision.  

At our formation we established two guiding principles.  First, each client deserves to work directly with their experienced, responsive wealth manager.  Second, that the guidance they received would empower them to be an active partner in the decision-making process.  

The Golden Rule is to treat others as we would like to be treated. It is a simple notion that resonates throughout the ages regarding the ethical treatment of others. Our team members follow a New Golden Rule — to treat others as they would like to be treated while being open-minded and understanding.

Our Team

  •  Rafael Velez, AIF™

    Managing Director
    Wealth Manager
    LinkedIn

  • Cristina Albright, IACCP® 

    Client Services and Compliance
    LinkedIn

  • Frank Bonanni

    Financial Planning

  • Kathryn Buteyn

    Portfolio Administrator

  • Michael Glasser

    Chief Executive Officer

Our Services

  • Current Position
    Risk Management
    Education Funding Strategies
    Equity Based Compensation
    Minimizing Income Taxes
    Retirement Planning
    Estate Evaluation
    Charitable Giving

  • Proper Diversification
    Risk & Return Assessments  
    Analyzing Expected Returns  
    Taxes and Expenses

  • Planning & Preparation
    Fiduciary Trust & Estate Accounting
    Cross-Border Tax Services
    Estate, Trust & Business Valuation 

  • Operational Assessment
    Pricing Study
    Transition Options
    Value Acceleration

  • OTC Hedging & Monetization
    Property & Casualty Insurance  Specialized Coverages
    Specialty Lending and

    Estate Documentation