The Stappas Team is proud to be part of Summit Financial, LLC, one of the preeminent independent financial planning firms in the country, which means two important things for you.  First, we serve as a fiduciary, and as such are bound legally and ethically to always act in your best interests at all times.  Second, as your personal advisor, we can choose investment and insurance solutions from any number of providers – selecting those that best fit your needs.  We are not affiliated with a single solution provider.  So we can offer conflict-free advice and access to top-tier solutions from across the industry, including a wide array of alternative investments.

Summit’s secret advantage is our Professional Strategy Team. While signing on with the Stappas Team gives you the benefit of our broad expertise, you also have access to the assembled wisdom of the Professional Strategy Team. This dedicated group of tax specialists, insurance specialists, CPAs, CFAs, and attorneys serves as our internal consultants.  With deep subject knowledge and deft research skills, they help to ensure that no opportunity is missed, and that the strategies recommended for you are the perfect fit.  We are confident that no matter how complex your situation is, we have the resources to handle it.