Triple Summit works with established individuals from all walks of life, but they typically share these key characteristics:

  1. They Generally Know What They Want – They have definitive goals, and they have conviction in the things they believe in.
  2. They Are Inquisitive – They want to understand how something works before committing to it.
  3. They Share – They understand the benefit of working with an advisor who will not recommend a plan or investment strategy without first discovering their current circumstances, foreseeable objectives, and unique life goals.
  4. They Prioritize… – They are interested in spending their free time doing the things that bring meaning to their lives.  Constructing financial plans and managing investments typically do not fit into this category.
  5. …But They Do Not Gamble – They are not speculative investors or fad chasers.  They are driven to preserve and grow their wealth over the long term in a disciplined and prudent manner.
  6. They Value Honesty and Integrity – They appreciate an objective voice, even if that voice sometimes says things that they do not want to hear.
  7. They Want a Human Touch – They value a close working relationship with the firm’s owners and decision makers.  They derive satisfaction from the fact that when they write, call, text, or message Triple Summit, there is a real life, flesh and blood person on the other end.