Summit Wealth & Retirement Partners

My portfolio has been with Summit Wealth for over 8 years. Rob, along with his professional and friendly team, have always been quick to respond to any questions or concerns I might have. One of the most important aspects of choosing a wealth management firm is trust, and Summit Wealth & Retirement has mine.

We followed Scott Terry from his previous advisor position to Summit over 6 years ago. Which makes somewhere in the neighborhood of him being our financial advisor over 25 years. He knows what he?s doing and takes your financial matters very personally. He?ll reach out but not pester you to invest or make any moves that aren?t in YOUR best interest. We?ve just completed a full trust and have now consolidated all our investments with Scott at Summit. He has proven his worth and experience to us. John Artz Ma

My relationship with Summit Wealth & Retirement Partners goes way back before I retired in 2001. I highly value their advice and professionalism, especially that of Rob Cucchiaro who has managed my account over many years. I particularly enjoy the discourse we have had regarding the decision making process. Henry J Buhrmann

I met Rob Cucchiaro more than 10 years ago during a financially complex divorce. He was exactly who I needed to find. He never made me feel like a moron as he explained all of the ins and outs of my portfolio. And it did not take him long to make sense of the complexities, and make revisions that have taken me to today. Our frequent meetings in those early years were invaluable to me as Rob was able to build my confidence and comfort level for my financial future. And today I am 100% confident in what is ah

We became clients of Summit in 2012 after our financial picture became more complicated as a result of an inheritance received. Our experience has been completely positive. Thanks to working with Summit we have a less complicated and better performing investment portfolio, effective cash flow management, timely tax projections, an updated estate plan and more. We place tremendous value on our relationship with Rob and the entire Summit team. Rob is extremely smart and is someone who can explain things i

HIGHLY RECOMMEND! We have worked with Rob and the Summit Wealth team for over 12 years. While we met the team in CA, we have since lived in WA and now ID, and have experienced the same great, trustworthy advice from them since day one. We could not be happier with our portfolio income and decisions by the Summit team, knowledge and professionalism of all staff, quarterly market updates and the ability to call or email Rob, our financial advisor, anytime and about anything. No other financial group could

In the course of my career, I've had the opportunity to deal with a number of financial advisers and Summit Wealth is one that uniquely stands out as exceptional. They have some of the foremost experts in the areas of investment advice, tax planning, retirement planning and estate planning. I've worked with them for around 30 years and they have taken the time to understand my specific financial needs at every step. Unlike some institutions, they do not use a cookie cutter approach. Rather they help ta

We've been clients of Summit Wealth and Retirement Partners for over 15 years, and our experience has been nothing short of exceptional. From the very beginning, their team has been professional, knowledgeable, and incredibly helpful. Over the years, we've worked with multiple people within the firm. Each one has covered different aspects of our needs (e.g. tax planning, account setup, wire transfers) and they are always attentive. One of the things that sets Summit apart is their commitment to providing c

I started working with Rob Cucchiaro at Summit Wealth 10 years ago when there were significant changes happening in my life. I was recently divorced and retired and I was looking for a Financial Advisor who could provide comprehensive planning for my present and future needs. It was important for me to work with someone who not only had the financial expertise but also possessed integrity, ethics and transparency for handling my portfolio. I have received all of this and more, and I truthfully cannot sa

My relationship with Summit Wealth goes back over 25 years. All the folks there are knowledgeable, thoughtful and professional. They were instrumental with in depth advice and counsel helping me transition into retirement and constructing estate documents. Their investment advice has been very timely and effective over the past quarter century. They have looked out for my wife and me every step of the way. We have been very fortunate to have the support of Summit Wealth and our lives are much better as

My wife and I were referred to Summit Wealth in 2017 and have been very pleased with the investment and tax recommendations that we have received. We have been invited to personally meet with Summit leadership at least once a year and make sure we are in alignment with the goals we have established. I would strongly recommend anyone seeking financial counseling to investigate the services that Summit Wealth has available.

I have been a client of Summit Wealth & Retirement Partners for several years, starting before I actually retired. Their team assisted me with structuring my financial retirement plans and have continued to provide excellent support as I have moved into retirement. I trust their advice and highly recommend the Summit team.

I have been using Rob Cucchiaro and his team at Summit Wealth for over 9 years. They have helped me streamline and take care of my finances and prepare me for retirement. Easy to work with and responsive. They always discuss options and provide information and reasoning behind the funds and the financial moves that they recommend. Summit Wealth is an organization that is small enough where I feel that they KNOW me and my particular needs.

I cannot speak highly enough about Summit Wealth & Retirement Partners and their depth of knowledge, customer service, and professional demeanor! This is an excellent organization and they have been essential to our comfortable, secure retirement experience. We would absolutely recommend their firm!

I have been working with Rob Cucchiaro and his team at Summit for a couple of years now and have been extremely happy with their services. When I found Summit, I was looking for a comprehensive financial planning organization that would take all aspects of my financials into account - investments, taxes, and long-term planning for my son with special needs. I retired several years ago and am thrilled with what I've been able to accomplish since then. Rob handles my financials, other members of his team h

I am very pleased to have Scott Terry as my financial advisor. He listens well and provides excellent financial advice to meet my financial goals. Sometimes it?s not what I want to hear, but it is what I need. We?ve had frank conversations on retirement goals as well as saving during market downturns, rebalancing my portfolio, and investing windfall funds. My portfolio has steadily increased under his guidance.

I really don't know what I would do without Summit in my corner, helping me. My stock account has grown far beyond my original goals therefore easing my retirement position. If I need money, they are very responsive, telling me exactly when to expect the money. Summit is and excellent company to do business with. To Summit, congratulations on your excellent business formula.

Summit Wealth Management is truly a bright spot in my financial life. They have helped me along the way to get to a point that I can retire stress free and are always willing to listen! I cannot recommend them highly enough, outstanding!! Thank you to the Summit Team.

Rob was wonderful to work with. He helped our mutual client navigate his divorce with expertise and care. He is incredibly responsive and supportive. He has my highest recommendation.

We've been with Scott Terry for more than 10 years. He rescued us in our retirement planning, and guided us with the timing and transition into retirement. When he left Lincoln to go to Summit Wealth a number of years ago, our sense was that his flexibility and autonomy increased. Our trust and confidence in Scott has been absolute; he has always been available, responsive, and a pleasure to work with.

Scott Terry has been our financial advisors for many years, and has done an excellent job in managing our funds. He is really good at explaining the rationale behind his recommendations (which are very pragmatic) so we can understand what is going on, but leave it to Scott to take care of it all. I highly recommend him.

I am 78 years old and I have worked with Scott Terry since my 41 year old son was in High School. I was a single parent of two boys and had no idea how to prepare myself for retirement. Scott has saved my life financially. He has not told me what to do but has always directed me to what would be best for me. I am now living a comfortable life because of him. I would recommend him to anyone. Lynne

We?ve been with Summit for several years and can?t imagine having anyone else help us manage and build our wealth for our future. My wife and I sleep easy knowing their team is on our side. They are always quick to answer questions and are the best in the industry. Thanks!

If you are looking for a company to help you with your investments, financial planning and retirement, you want to contact Summit Wealth & Retirement Partners. They are very knowledgeable and personable. They are an extension of my family. I am very grateful that I have been with them for many years. They also do my taxes.

I've had the pleasure of working with Rob Cuchiarro for over 15 years now, and I can confidently say that their expertise and guidance have made a significant positive impact on my financial well-being. From the moment I started seeking his advice, he has consistently demonstrated professionalism, knowledge, and a genuine commitment to helping me achieve my financial goals. Rob took the time to thoroughly understand my financial situation, short and long term objectives. Their personalized approach stood

We've been very happy with our experiences and results with Summit, particularly with our long-standing contact there, Scott Terry, CFP/Financial Planner.

Scott Terry has managed my account for several decades. He is responsive, proactive and so smart. He has all my confidence and appreciation.

I have been very happy with the advice and the professionalism of Summit Wealth. It is reassuring to know that my savings are being managed by an organization that I can trust.

Summit wealth is great. They stay in touch with you and they have done very well with my account.

We have worked with Summit Wealth for several years and we have complete confidence in their expertise and integrity.

I've worked with Rob for the past 5 years and I highly recommend him. I?m not into doing the numbers myself and have always turned to him for all my financial stuff in general. He handles it all so I?m worry free !

I had spoken to a young lady at R G Financial Partners, and she was very clear and concise on what needed to be done. Very attentive service and I would recommend them to anyone who needs financial advice.