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1425 11th Avenue Lower Level, Altoona, PA 16601

(814) 946-7006
jfiore@summitfn.com
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Your Financial Goals Deserve a Disciplined Strategy

From wealth management to retirement income planning, we provide a structured, research-driven approach tailored to each client’s unique financial goals and long-term objectives.

What We do
Precision Planning for Every Stage of Life

We help individuals and families pursue their financial objectives through strategic planning, ongoing analysis, and a commitment to understanding what matters most to you.

WELCOME
Strategic Guidance for Every Stage of Life

We believe great financial guidance begins with listening. Before recommending any strategy, we take the time to understand your goals, priorities, and long-term vision. Our approach is thoughtful, transparent, and designed to provide clarity, confidence, and direction through every stage of your financial life.

Our Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is unique. That is why we offer a comprehensive range of services designed to support your needs today while helping you plan confidently for the future.


Portfolio Management

We build and monitor portfolios based on your risk tolerance, time horizon, and long-term objectives adjusting as your life evolves.

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Retirement Planning

Whether retirement is decades away or right around the corner, We'll help you create a roadmap designed to support the life you envision.

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Risk Management

From market fluctuations to the unexpected, We help identify potential vulnerabilities and build strategies to address them.

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Estate Strategy

We work with you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about.

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Life Insurance

Life insurance can play a critical role in your broader financial strategy. We'll help you evaluate the right type and amount for your needs.

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. We offer strategies designed to address the complexity that comes with significant assets.

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Extended Care Strategies

Healthcare costs can change quickly. We help you explore strategies for potential long-term care needs so they don't derail your other goals.

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Small Business Guidance

Owning a business adds layers to your financial picture. We help business owners align personal and professional financial strategies.

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Social Security Strategies

When and how you claim Social Security matters. We'll help you evaluate your options so you can make an informed decision.

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Education Strategies

Funding education is a priority for many families. We'll help you explore savings vehicles and strategies that fit within your broader financial plan.

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Charitable Giving

If giving back is part of your vision, We'll help you explore tax-smart approaches to charitable contributions that align with your values.

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Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. We can help coordinate strategies designed to support your loved one's future.

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Debt Management

Not all debt is equal. We'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus.

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Financial Education

We believe informed clients make better decisions. We provide ongoing resources and conversations to help you stay confident in your financial direction.

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How To Get Started

About Our Firm
Built on Discipline. Driven by Your Goals.

We founded this practice with a simple goal: to provide thoughtful financial guidance built around personal relationships, professionalism, and long-term planning. We believe every client deserves a strategy tailored to their specific goals, priorities, and circumstances rather than a generic approach.

Our focus is not just on managing investments, but on serving as a trusted resource clients can rely on as financial decisions evolve over time. We are committed to providing clear communication, disciplined planning, and a client experience centered around responsiveness, transparency, and long-term partnership.

The Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. Our three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Strategic Growth
Understand Your Full Picture

We'll start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Thoughtful Protection
Build a Plan That Fits

Using what we've uncovered, We'll design a customized strategy aligned with your objectives and the realities of today's markets.

3. Confident Living
Stay on Track as Life Evolves

We'll put your plan into motion and provide ongoing oversight adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

Our Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore our latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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New Ways to Give in a New Phase of Life

New Ways to Give in a New Phase of Life

Want to give back without giving up your retirement? Discover new ways to give back in retirement.
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Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
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Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, We'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future