At Summit & Sage Capital, we believe financial planning should feel as intentional as the life you’re building. Our name reflects the heart of our approach: “Summit” symbolizes your goals—clear, elevated, and within reach. “Sage”represents the thoughtful guidance and perspective that help you get there with confidence.

We offer a personalized, transparent process grounded in trust, simplicity, and collaboration. No two financial journeys are alike—so we listen first, and act second — to design strategies as distinct as your story. Whether you're just getting started, navigating major life changes, or refining your long-term vision, we’re here to offer clarity, alignment, and partnership every step of the way.

With Summit and Sage Capital, you can expect a higher standard of financial stewardship—rooted in relationships, built on integrity, and focused on outcomes that truly matter to you.