Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Summit House Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

We actively support: Western Mass Food Bank, Multiple Sclerosis - New England Chapter, Cystic Fibrosis Foundation, Habitat for Humanity, Rachel's Table, Will Bike for Food, United Way, Special Olympics, Golf 4 ALS

Honored to Receive Recognition

We’ve got some exciting news to share: Summit House Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at SHWP couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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