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Welcome to the Mountain Summit Wealth Management Home Page!

Mountain Summit Wealth Management Group of Wells Fargo Advisors brings together a talented team of financial professionals dedicated to helping clients pursue their financial goals through personalized planning, investment guidance, and trusted advice.
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The name Mountain Summit

Symbolizes the journey toward pursuing meaningful financial goals through planning, perseverance, and personalized advice

We are honored to walk alongside our clients every step of the way as they pursue their financial aspirations.

As we begin this exciting new chapter, we remain dedicated to the values that have guided our success: integrity, collaboration, personalized advice, and an unwavering commitment to serving our clients and communities.

We are grateful for the trust our clients place in us and look forward to continuing to help them pursue their financial goals for years to come.

Please stay tuned for more content as we continue to build our website.

Meet the Team

Put your future into focus today.

Working with Us

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Mountain Summit Wealth Management Group of Wells Fargo Advisors

421 S. Church Street
Ste 100
Hendersonville, NC 28792
Local Phone: (828) 692-2526

Elevate Your Expectations

Working with Mountain Summit Wealth Management Group of Wells Fargo Advisors means you are entitled to receive:

A thoroughly-vetted wealth management strategy based on your needs. 

Recurring check-ins and reviews to discuss your portfolio. 

Service from professionals devoted to improving their skill.

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