Connect with Top-Rated Financial Planners in Summit!

SeaBridge Investment Advisors is a financial advisory firm that provides comprehensive investment and advisory solutions to individual and institutional clients. With over 250 years of combined experience, SeaBridge combines the personal attention of a boutique firm with the expertise of an institutional investment team. The firm offers fee-only advisory services, including investment management, wealth management, and legacy advisory services. Leveraging the knowledge and skills of its team members, SeaBridge helps clients achieve their financial goals and secure a prosperous future.

Manley Capital Management is a private wealth management firm that specializes in financial planning, tax strategy, and investment management. With over 25 years of institutional investment experience, our founder, J. Lawrence Manley, Jr., is dedicated to helping individuals prepare for retirement and achieve their financial goals. We offer a range of services, including personalized financial planning, tax strategy development, and investment management tailored to meet the unique needs and goals of our clients.

Beacon Hill Private Wealth is a professional financial services company that specializes in providing comprehensive wealth management, financial planning, and investment planning services to individuals and families. Our team of experts uses a disciplined, evidence-based approach to help clients reduce taxes, invest wisely, and pursue better outcomes. With a holistic approach, we combine our expertise with the capabilities of a boutique firm to deliver personalized service and sound wealth planning advice in a fiduciary manner. Our family office service model covers a wide range of solutions, including investment management, retirement, and estate planning.