Summit Planning Group

Summit Planning Group

Summit Planning Group was founded in 1986 and operates from East Syracuse, New York. Four decades of client work have shaped a practice centered on conservative, flexible wealth management for retirees and pre-retirees — offering financial planning, tax planning, retirement income structuring, estate planning, and insurance reviews alongside its managed-account program. The firm’s investment posture is built around an explicit rejection of static risk-tolerance models. Summit monitors managed accounts daily and adjusts portfolios to reflect what it calls the “big picture” — national and international macroeconomic conditions. It combines active tactical changes with core advisory services including long-term care planning and complimentary portfolio reviews, all tailored to income-producing strategies for individuals and high-net-worth individuals in the Syracuse area and beyond. Summit’s weekly financial talk show, “The Summit Planning Financial Hour,” has aired Saturday mornings on NewsRadio 570/106.9 WSYR for over 29 years. The program doubles as both a client education channel and a distinctive local brand engine, supplemented by video and article curation that feeds the firm’s public-facing outlook. The firm’s distinct architecture rests on combining a daily trading mandate — rare among planners of its kind — with an old-media broadcast loyalty loop. That pairing turns a local advisory practice into a persistent community voice, aligning its macro-driven shifts with a consistent, publicly articulated viewpoint rather than a static allocation formula. Networking across the advisory landscape through its radio presence, Summit maintains exposure and influence disproportionate to its physical footprint.