Summit Wealth & Retirement Partners

Zoe Vaden

5 months ago

Google

I can’t say enough good things about Summit Wealth & Retirement Partners. Rob has supported my family for over a decade, and I have full trust and confidence in Rob, Nick, and the entire team. They’ve guided my family through very complex trust-related legal issues, helped me navigate employer retirement plans, and offered actionable career advice. They’re incredibly responsive and genuinely enjoyable to work with. There’s no better feeling than receiving their guidance and being able to make informed decisions about my financial future.

Scott Klein

8 months ago

Google

I have been with Summit and the great team Rob has put together for many years now for numerous things like financial planning, tax planning, and retirement savings consulting to name a few. They are hands down the best in the business and very professional. I have the utmost confidence they do everything in my best interest as a client, communicate well with with timely email replies/updates/newsletters, and always available for a zoom meeting when needed. Plus most importantly, let's face it, Rob's expertise and knowledge in the markets has paid off financially to date! Highly recommended.

Lorenzo Montezemolo

8 months ago

Google

I contacted Summit Wealth and Retirement Partners in 2021 when I wanted to buy a house but had no idea what I could reasonably afford given my competing interest in retiring as early as possible. With Rob Cucchiaro's skillful analysis, planning and guidance I was able to buy a house and retire much earlier than I ever expected. In addition to helping me figure out how much house I could afford, Rob put me in touch with an excellent mortgage broker as well as an estate attorney who helped me set up a trust. Since then, Rob has continued to find ways to increase the return on my investments while also helping protect my portfolio from current and future market fluctuations. The entire SWRP team is incredibly responsive and on the ball, normally answering questions or fulfilling requests the same day I submit them. When I tell my friends about the long list of things the SWRP helps me with, their response is always, "Wow, MY financial advisor doesn't do any of THAT!" I have no reservations about recommending Rob and his team at Summit Wealth and Retirement Partners to anyone looking to protect their current investments while also building wealth and financial security for the future.

Matthew Holzer

8 months ago

Google

We couldn’t be more pleased with our experience at Summit Wealth and Retirement Planning. From the start, their team showed a genuine dedication to understanding our long-term goals and creating a strategy that truly reflects our family’s needs. They guided us step by step in setting up a family trust, making the process clear and seamless, while ensuring every detail was aligned with our wishes for the future. What impressed us most was their thoughtful approach to diversifying our current wealth. Rather than pushing generic solutions, they took the time to explain options, answer questions thoroughly, and build a plan that gives us both confidence and peace of mind. Their professionalism, expertise, and commitment to our financial well-being have been outstanding. We are grateful for the partnership and highly recommend Summit Wealth to anyone looking for trusted guidance in building, protecting, and managing their wealth.

Eric Nelson

7 months ago

Google

As I was nearing retirement age, a friend of ours introduced us to Rob Cucchiaro and Summit Wealth. We didn't have a large estate but hoped with the right financial planning we could provide for our future and perhaps leave something for our daughter. Rob and the team at Summit have made those hopes a reality. We have a diversified portfolio that's designed to weather the usual ups and downs of the market, plus an annuity that acts as an income guarantee for the rest of our lives. Beyond that, we also appreciate that Summit Tax Planning is there to help us navigate the ins and outs of the tax laws. They even helped our daughter deal with her taxes while living overseas. And when it came time to set up a trust and revise our wills, Rob provided a referral to a firm that has met our every need. We're not only pleased with our relationship with Summit, we even recommended them to family. What more can we say?