Summit Bay Private Wealth Advisors

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

Daniel Graham

Daniel Graham

Private Wealth Advisor

Visit Daniel Graham's website
Robert Cumberland

Robert Cumberland

Financial Advisor

Visit Robert Cumberland's website
Pamela Wesley

Pamela Wesley

Financial Advisor

Visit Pamela Wesley's website

Team

Barbara Wiley

Financial Planning Analyst

Deborah Himes

Paraplanner

Kristas Fritsche

Administrative Assistant