A complete list of active advisors currently associated with Summitview Advisors

Warmer can help you find a great advisor at Summitview Advisors or one who fits your needs even better.

SummitView Advisors is a fee-only independent advisory firm that provides ongoing portfolio management and both comprehensive and project-based financial planning to individuals, high-net-worth clients, trusts, qualified retirement plans, corporations, and charitable organizations. The firm offers tailored investment advice, prepares written financial plans, and can recommend or implement third‑party managers for separately managed accounts. Investment work is centered on strategic asset allocation, supplemented by fundamental and cyclical analysis, with portfolios managed on a discretionary basis and rebalanced as appropriate. Financial plans commonly integrate tax, estate, cash‑flow, insurance, and retirement distribution considerations, and the firm coordinates with outside professionals when clients need specialized implementation. Compared with many similar solo independent advisers, SummitView explicitly provides employee benefit plan services and pension consulting to employer plan sponsors and offers business‑planning and employee‑benefit optimization for business owners. It also serves charitable and corporate clients and uses outside managers (including a named third‑party manager), reflecting a broader mix of institutional and nonprofit clients than is typical for firms of its size.

To learn more about the advisors currently working at Summitview Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Belmonte	Belmont, MI	17

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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