Who We Help
At Summit and Sage Capital, we believe exceptional financial guidance begins with understanding the individual. We specialize in working with clients whose lives and goals are anything but one-size-fits-all, offering thoughtful strategies tailored to the complexities of their journeys.
We Proudly Serve
Medical Professionals managing high pressure careers and growing wealth
Successful Young Professionals seeing clarity, structure, and long-term vision
Women balancing growth, succession, and personal planning
Business Owners taking ownership of their finanical independence and legacy
Our approach is always personal—rooted in trust, integrity, and a deep respect for what matters most to you.
Medical Professionals
We specialize in serving medical professionals—physicians, dentists, CRNAs, Physician Assistants, Nurse Practitioners and specialists—who need strategic financial guidance that aligns with the complexity of their careers and compensation. From optimizing income and navigating tax efficiencies, to planning for practice ownership and long-term wealth, we offer customized solutions designed to support you, now and into the future.
If you're in residency or fellowship, we help lay the groundwork early—addressing student debt, budgeting, and foundational planning that grows with you.
If you’re 1099, RVU-based compensation, or private practice, we bring clarity to variable income, benefits gaps, and tax strategies—so you can focus on your work without the added stress of managing it all alone.
You care for others—we take care of the rest.
Young Professionals
Early success comes with exciting opportunities—and complex decisions. We work with driven professionals who are building wealth with intention and want a clear, strategic path forward. Whether you're navigating equity compensation, purchasing your first home, or laying the foundation for long-term goals, we offer personalized guidance to help you grow.
Women
We partner with women who are leading, building, and redefining what financial independence looks like. Whether you're navigating a major life transition, managing your family's future, or building lasting wealth on your own terms, we offer personalized guidance. Our approach honors your values, your voice, and the vision you have for what’s next.
Business Owners
Your business is more than a source of income—it’s a reflection of your vision, values, and drive. We partner with business owners to align personal and professional finances through thoughtful, strategic planning. From cash flow and tax efficiency to succession and exit strategies, we help you protect what you’ve built and plan confidently for what comes next.
