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ACHIEVE FINANCIAL CONFIDENCE

Whether you're facing a major life transition or preparing for what's ahead,

we're here to help you reach your financial goals.

How we can help you...

At SUMMIT Advisors at William Joseph Capital Management, we know that life’s transitions can be overwhelming, especially when they affect your financial future.

With over 35 years of experience, we’ve helped clients navigate pivotal moments like early retirement, divorce, managing inherited wealth, and preparing a business for new phases. We also understand the challenges that come with losing a loved one and are here to guide you through those difficult times.

Our personalized financial strategies give you the confidence and security to navigate life’s changes, keeping your goals on track with clear and compassionate support at every step.

Find out more by clicking any of the boxes below. 

Divorce Financial Analyst (CDFA)


Expert guidance on dividing assets, understanding tax implications, and creating a financial roadmap during and after divorce, to ensure long-term financial stability.

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Retirement Planning


Guiding you through pension choices, Social Security timing, sustainable income strategies, and healthcare planning to ensure a confident and secure retirement.

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Legacy Planning


Ensuring your wealth is preserved and passed on according to your wishes, with strategies that account for taxes, family needs, and the long-term financial security of future generations.

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Investment Management


Helping you build, safeguard, and manage your investments for lasting financial security while anticipating the tax implications of life transitions.

Learn more

Now What?

You've already taken the first step by seeking the right financial guidance, and we're here to help. If you're ready to move forward, simply click the contact button to get started.

If you’d like to learn more about what working with us looks like, click the "What to Expect" button for a deeper look at the journey ahead.

We're here to support you through each phase.

Schedule A Consult
What to expect?

WELCOME

With over 35 years of experience in financial advising, Jon, the founder of SUMMIT Advisors at William Joseph Capital Management, brings a unique blend of expertise and personalized care to every client’s journey. His deep understanding of complex financial situations and major life transitions sets him apart, making him a trusted partner for those looking to secure their financial future. Want to learn more about Jon’s story and how he can help you? 

At SUMMIT Advisors, we believe that informed clients make confident decisions.

That’s why we prioritize client education, offering clear and insightful resources to help you better understand your financial options.

 EXPLORE THE ARTICLES BELOW FOR EXPERT GUIDANCE ON A VARIETY OF TOPICS RELEVANT TO YOUR FINANCIAL JOURNEY.


Image for TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Image for 2026 Tax Law Changes

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.