Thoughtfully serving clients with innovative and personalized wealth-planning solutions.
At Summation Wealth group, we help business owners, entrepreneurs, and legacy-focused families create financial independence. We work with you to curate a financial plan infused with your unique goals and your vision at the forefront.
You have created a life founded in hard work, philanthropy, and family. And, while your commitment to success has afforded you the opportunity to fulfill many of your life’s dreams, it is not without thoughtful and personalized planning that you can ensure the future you envision becomes reality. With the near-constant evolution of both resources and policies that could impact your financial future, our team works with you design and execute on a dynamic plan that keeps you well-positioned for the future.
We are committed to...
Honoring relationships through humble listening and respect. We seek to understand our clients' vision of financial security and help guide them to their ultimate outcome.
Excellence through stewardship. We strive to match complex planning with our products in order to provide a lifetime of value for our clients.
Working as advisors. We implement recommendations that are strictly in the best interest of our clients.
We're Proud to be Top Ranked by Forbes
Summation Wealth Group Founder and Private Wealth Advisor Benjamin Harvey has been recognized by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional. This recognition represents not only strength in financial planning, but also in quality of client care. Many thanks to our hardworking team and incredible clients. This wouldn’t be possible without you.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.
Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.