Summit Bay Private Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Daniel Graham

Daniel Graham

CFP®, ChFC®, RICP®

Private Wealth Advisor

Retirement Income Certified Professional®
Visit Daniel Graham's website
Robert Cumberland

Robert Cumberland

CFP®

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

Jennifer Dettmar

Client Service Manager