Summit Wealth Management

Summit Wealth Management provides comprehensive wealth management services from their office on Harborview Drive in Gig Harbor, Washington. The firm aims to understand each client's unique life journey, goals, and aspirations, believing that financial planning extends beyond numbers to encompass personal well-being. They offer a wide range of services including wealth accumulation strategies, retirement planning, estate planning, investment management, and tax planning.

As a boutique firm, Summit Wealth Management is partnered with Commonwealth Financial Network, allowing them to provide extensive resources without a complex corporate structure. President Ed Grogan, a CERTIFIED FINANCIAL PLANNER professional, has been recognized as a 5-star wealth manager since 2012. The team, including Gig Harbor native Anna-sara Grogan, is committed to being an active part of the local community.

The office itself, located at 3010 Harborview Drive, Suite 301, is kitty-corner from the Tides Tavern. Recent renovations created an open space with increased natural light and an indoor-outdoor connection, featuring a folding glass wall in the conference room that opens to a patio overlooking Gig Harbor Bay. Office hours are Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 2:00 PM.