# Summit Planning Group

Summit Planning Group is a Bank / Wealth / Trust based in E. Syracuse, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** E. Syracuse, United States
- **Region:** North America
- **Address:** East Syracuse, NY, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** summitplan.com
- **LinkedIn:** https://www.linkedin.com/company/summit-planning-group

## Regulatory record

- **CRD number:** 125994
- **SEC file number:** 801-122168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125994

## About

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.

## Questions

### How does Summit Planning Group make tactical allocation decisions?

The firm roots every adjustment in its analysis of national and global macroeconomic conditions — it calls this the “big picture.” Managed accounts are monitored daily, and the team adapts portfolios as its economic outlook shifts, rather than anchoring to a fixed, buy-and-hold risk profile.

### Who is Summit Planning Group’s typical client?

The firm publicly targets retirees and pre-retirees seeking income-oriented strategies, though its services range across financial planning, tax planning, estate planning, insurance reviews, and long-term care planning for individuals and high-net-worth individuals.

### What is “The Summit Planning Financial Hour”?

It is Summit’s weekly AM radio program, airing Saturday mornings on NewsRadio 570/106.9 WSYR for over 29 years. The show serves as both a client-education forum and a distinctive local presence, blending topical economic commentary with the firm’s macro-aware investment perspective.

### What is Summit Planning Group’s known posture on portfolio monitoring?

The firm states that it monitors managed accounts on a daily basis and will adjust portfolios as economic conditions change — explicitly rejecting the “buy and hold” passivity it attributes to many financial planners.

### Does Summit Planning Group have offices beyond Syracuse?

All publicly visible operations and contact points trace to its East Syracuse, New York headquarters; no additional office locations are currently disclosed.

## Related profiles

- [Summit Park](https://altss.com/profile/summit-park)
- [Summit Private Wealth](https://altss.com/profile/summit-private-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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