About | Summit Wealth Consulting

About Us

Built Around
Better Structure.

Summit Wealth Consulting was built around one core idea: most people don't need more products — they need better structure.

Clarity Structure Confidence Todd Shipley Strategy First Retirement Income Tax Efficiency Long-Term Stability Clarity Structure Confidence Todd Shipley Strategy First Retirement Income Tax Efficiency Long-Term Stability

Our Mission

Most people don't need
more products.
They need structure.

Create clarity in complex financial situations

Build structure that generates real income

Provide confidence for long-term financial security

"Summit Wealth Consulting was built around one core idea: most people don't need more products — they need better structure. We focus on helping individuals and families create clear, efficient strategies for retirement and long-term financial security."

— Summit Wealth Consulting

Meet Your Advisor

The person behind your strategy.

Todd Shipley

Founder, Summit Wealth Consulting

Todd works with individuals and families to help them turn what they've built into a clear, structured financial strategy — focused on income, tax efficiency, and long-term stability.

Over the years, he's seen that most people don't have a true financial plan — they have accounts, investments, and pieces that aren't working together.

Create clarity. Build structure. Provide confidence.

Rather than focusing on products, Todd focuses on strategy — helping clients understand how everything fits together so they can move forward with a plan that actually works.

Strategy Over Products

Focus on what works for your situation.

Total Transparency

No jargon. Plain language always.

Income-First Thinking

Real income, not just paper growth.

Long-Term Partnership

We stay with you as your life evolves.

Schedule a Consultation

Takes 15–20 minutes. No pressure. Just clarity.

Our Approach

Three principles that guide everything we do.

Clarity

We cut through the complexity and confusion around retirement planning — giving you a clear, honest picture of exactly where you stand and what steps to take next.

Structure

We build coordinated financial strategies that make all your accounts, investments, and income sources work together — not separately. Structure is what makes a plan actually function.

Confidence

When your financial picture is clear and your income is structured, you can move forward with confidence — knowing your retirement is protected and your money is working the way it should.

What We Focus On

A strategy that works — not just accounts that exist.

We help individuals and families create clear, efficient strategies for retirement and long-term financial security. Our focus is always on strategy — not products.

Retirement Income Planning

Turn accumulated assets into reliable, structured income

Tax-Efficient Strategies

Minimize your tax burden and keep more of your income

Risk Management

Protect against volatility and unexpected financial events

Long-Term Financial Clarity

Know exactly how your financial picture works together

"Our approach is simple: Clarity. Structure. Confidence."

Cost for first consultation

100%

Custom-built strategies

Minutes to get started

Top

Rated carriers used

Work With Us

Ready to build a strategy that actually works?

Schedule your consultation today — clear, structured, no pressure, no obligation.