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Helping Families Create Their Financial Future

Summit Financial Solutions’ Unique Team Approach Offers the Best in Comprehensive Planning

Article by Michelle Glicksman

Photography by Justine Wallstrom

Originally published in Tempe City Lifestyle

This month marks 20 years in business for Summit Financial Solutions. Since then, the Tempe company has become entrenched in the city and surrounding areas, helping families in the community to thrive long-term.

A comprehensive, full-service financial planning firm, Summit Financial Solutions offers a unique team approach to financial planning and customized solutions for retirement guidance, investment allocation and selection, asset management, tax reduction strategies, estate planning and administration, and risk management services.

Its three partners—Steve James, the managing director and founder; Nestor Montoya, CFP, ChFC, wealth manager; and Joe Cooper, wealth manager—along with the rest of its staff, work as a team to provide their clients an inclusive approach from various perspectives.

“It’s a great approach to this practice, and it’s something you don’t see at this level,” says James. “We pride ourselves on being able to offer that kind of service to all our clients, no matter how big or small their portfolios are.”

“We’re able to bring personalized services to someone with the support and different perspectives you’d have at a larger firm,” Cooper says.

Everyone works together to get to know the clients—and often their families—to determine the best strategies for their needs.

“You get the team when you get one of us,” James says.

Outside of the office, the team finds ways to give back to the community through volunteer opportunities and supporting local nonprofit organizations. This month, they will be hosting a shredding event for Tempe residents and business owners.