About

At Summit, we believe anyone can be financially successful. We are especially passionate about serving women who want to improve their financial lives and contribute to a strong and thriving community.Our purpose is to help women and their families avoid poverty in retirement by building wealth, making good financial decisions, and reducing stress through making it easy. Summit is a leader in financial education. We meet people where they are and provide services, tools and guidance to make day-to-day money management easier, more fun and more impactful.