Products and services. Aligned with your priorities.
Being an avid long-distance runner, Bridget Summers loves looking up the road to where she is headed while still enjoying the strides to get her there. Bridget brings value to her clients by helping them focus on their future financial goals all while implementing the strategies today that will help get them there. Bridget and her husband Christian have been married for over twenty years and they have three children: Riley, Caedmon, and Eliana. Bridget Summers would love the opportunity to get to know you, share running stories, learn about your financial goals, and see how she can bring confidence to your financiAl plan. Bridget wants to be the financial resource your family has been looking for.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
