Retirement & the Day After

Retirement & the Day After

Our retirement expertise takes the uncertainty out of legacy planning so you can have peace of mind about your future.

Wealth Management

Our unique approach to wealth management is informed by a comprehensive approach to risk management and a deep understanding of the markets’ underlying economics.

Tax Strategy

Our tax experts will help ensure your portfolio is optimized for the best after-tax outcome.

Estate Planning

With the help of the professionals at Sherrow, Marshall, & Shrader, we will come alongside you to plan for posterity.

Resources

Learn more about our services!

Ready to get started? Contact Rachel Poole: rachel@blacksummitfg.com