The Summit Legacy Circle

Your financial life is about more than the assets you've accumulated. It's about the people you care about, the life you've built, and the legacy you hope to leave behind.

Recognizing Enduring Relationships and Supporting Family Legacies

A Deeper Relationship for a Select Group of Client Families

Your financial life is about more than the assets you've accumulated. It's about the people you care about, the life you've built, and the legacy you hope to leave behind. The Summit Legacy Circle was created to recognize a select group of client families with whom we share deep, enduring relationships.


All Summit clients can expect thoughtful advice, attentive service, and access to our team. The Legacy Circle builds on that foundation with additional planning resources, family-focused services, and special experiences designed for members. Some of the benefits included are complimentary access to Wealth.com, and its benefits, as well as completion of personal tax returns.


Managing investments is only one part of a complete financial life. Retirement income, taxes, estate planning, insurance, charitable giving, and family decisions are often closely connected, and our role is to help members see the complete picture and keep those decisions working together.


The Legacy Circle also helps families prepare for the future, with estate-planning support, family and beneficiary meetings, coordination with other professionals, and conversations about how wealth, values, and responsibility may be passed to the next generation.


Membership is extended by invitation to a limited number of Summit client families. The distinction isn't the importance of the relationship. It's the broader scope of services included as part of the Legacy Circle experience.

The Summit Legacy Circle Experience

Additional Resources for the Financial Decisions That Matter Most

The Summit Legacy Circle includes additional services and resources designed to support the broader financial needs of member families. Legacy Circle benefits may include the following.

Personal Income-Tax Preparation

Eligible members may receive complimentary preparation of personal federal, state, and local income-tax returns through Summit's affiliated tax professionals, subject to the scope and complexity of the return, creating greater coordination between tax, investment, and retirement-income planning.

01

Estate Planning Through Wealth.com

Eligible members receive access to Wealth.com's guided estate-planning platform, which may include the preparation of wills, trusts, powers of attorney, and health-care directives, with access to legal support based on the member's circumstances. Summit also helps members connect their estate documents with beneficiary designations, account ownership, insurance, and broader legacy goals.

02

Retirement-Income and Tax Planning

Members receive ongoing planning around Social Security, pensions, investment withdrawals, required minimum distributions, Roth conversions, and other income sources, building a tax-aware income strategy that supports today's lifestyle while protecting tomorrow's financial security.

03

Family and Beneficiary Meetings

Members may include children, beneficiaries, trustees, or other family members in selected planning conversations. These meetings can help reduce uncertainty, clarify responsibilities, and prepare the next generation for important future decisions.

04

Professional Coordination

When appropriate, Summit can coordinate with a member's attorney, CPA, insurance professional, or other trusted adviser, keeping important financial, tax, estate, and family decisions working from the same plan.

05

Educational Programs and Client Experiences

Members may also receive access to selected educational programs, family-focused resources, and special client experiences throughout the year.

06

Frequently Asked Questions About the Summit Legacy Circle

Common Questions From Client Families

  • What is the Summit Legacy Circle?

    The Summit Legacy Circle recognizes a select group of Summit client families with whom the firm shares deep, enduring relationships. It builds on standard Summit service with additional resources, including tax preparation, estate planning access, and family-focused meetings.

  • How do I become a Legacy Circle member?

    Membership is extended by invitation to a limited number of Summit client families. If you're a current client and want to know whether the Legacy Circle applies to your situation, your advisor can walk you through what membership would involve.

  • What's included with Legacy Circle membership?

    Eligible members may receive complimentary personal income-tax preparation, access to Wealth.com's guided estate-planning platform, ongoing retirement-income and tax planning, family and beneficiary meetings, coordination with outside professionals, and access to select educational programs and client experiences.

  • Does the Legacy Circle replace my estate attorney or CPA?

    No. Summit coordinates with your attorney, CPA, insurance professional, or other trusted advisers so your financial, tax, estate, and family decisions work from the same plan. The Legacy Circle adds coordination and resources on top of those relationships, not in place of them.

  • Can my children or beneficiaries be involved in Legacy Circle planning?

    Yes. Many clients work with multiple services at once, such as pairing retirement income planning with estate planning, or 401(k) guidance with a self-directed brokerage account. Your advisor will help coordinate across services so your overall plan stays consistent.