​Summit Investment Management is a Milwaukee-based, fee-only financial advisory firm founded in 1987, specializing in personalized investment portfolio management and comprehensive financial planning services. The firm employs a collaborative, client-centered approach, guiding individuals and families through their financial journeys—whether they are just beginning to build wealth or are navigating retirement. Summit offers tailored investment strategies, including growth-oriented and income-generating portfolios, such as their Equity Yield portfolio designed to provide steady dividend income with lower volatility. Their experienced team, led by professionals like Thomas Carroll, CFA, and Ronald Chandler, leverages decades of expertise to help clients achieve their unique financial goals. Emphasizing that financial freedom encompasses more than just investments, Summit integrates cash flow management, tax planning, and estate preservation into their services. Committed to accessibility, they provide guidance to clients of all financial backgrounds, likening their role to that of a Sherpa—offering the necessary tools and support to reach one’s financial summit. ​