Our Mission & Values

At Summit Bridge Advisory, our mission is to empower clients to achieve lasting financial security through personalized retirement planning and wealth management. We are committed to integrity, transparency, and putting our clients’ needs first, ensuring every strategy aligns with their unique goals and values.
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Our Experts

Meet the Team

Discover the experienced professionals dedicated to securing your financial future with personalized retirement planning.
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Dr. Eleanor Vance
Certified Financial Planner
Eleanor specializes in retirement income planning and wealth preservation strategies. She holds a Ph.D. in Finance and is passionate about helping clients achieve financial independence.
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Mr. Jonathan Davies
Retirement Advisor
Jonathan is an expert in investment advisory and portfolio management. He focuses on creating customized investment plans tailored to each client’s unique goals and risk tolerance.
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Ms. Amelia Stone
Wealth Management Specialist
Amelia is dedicated to providing comprehensive wealth management solutions, including estate planning and tax optimization. She is committed to helping clients build and protect their legacies.
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