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110 E Broward Blvd, Ste 1723, Fort Lauderdale, FL 33301

(954) 315-3825
msussman@summitfn.com
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Build Wealth, Enjoy Life, & Savor Retirement

A financial services firm, specializing in wealth management and fiduciary planning, providing coordinated guidance for individuals, families, and business owners, locally and nationwide, through every chapter of life.

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Comprehensive Guidance Built Around You

Comprehensive Guidance Built Around You

Our firm is built around long-term relationships and a fiduciary commitment to act in our clients’ best interests. Experience shapes how we evaluate decisions, and integrity guides how we communicate, recommend, and follow through. That combination supports comprehensive guidance that stays consistent, even as priorities change from one season of life to the next.

Clarity For The Decisions In Front Of You

Financial decisions often involve timing, tradeoffs, and connected moving parts. We help bring those pieces into view, so choices are made with context and a clear sense of what matters most. A rational lens and an ongoing relationship makes decision-making less fragmented and easier to navigate over time.

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Guidance To Navigate & Enjoy Every Milestone

Individuals & Families

Clear guidance helps household finances stay organized as priorities evolve. Planning focuses on aligning day-to-day decisions with long-term goals, creating structure that supports life’s changes.

Building Wealth

As income and assets grow, decisions become more connected. Guidance brings structure to growth, helping progress feel intentional rather than fragmented.

Pre-Retirees

The years leading up to retirement bring important timing and planning decisions. Guidance helps organize priorities, income considerations, and next steps as the transition approaches.

Retirees

Retirement shifts the focus from accumulation to management. Ongoing guidance supports income decisions, portfolio adjustments, and long-term planning through changing circumstances.

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When Life Changes,
Your Plan Should Too

From building wealth to navigating retirement, we help bring structure and calm to complex decisions. We work with individuals and families who want thoughtful guidance, steady support, and a long-term partner they can trust.

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One Coordinated Strategy & Many Ways To Support You

One Coordinated Strategy & Many Ways To Support You

Our services are designed to work together, bringing planning, investments, taxes, and long-term strategy into a single, coordinated relationship. That integration helps financial decisions stay aligned and easier to manage as priorities evolve.

Resources To Build Financial Understanding

Financial literacy builds confidence long before decisions need to be made. These resources offer practical insight to help concepts feel clearer and more usable in everyday life.

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Looking for financial guidance that feels cohesive and intentional? Let’s start a conversation. Reach out to share what’s on your mind and see if working together makes sense.

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