Our Mission
At Summit Point Capital, we provide a high level of personalized service and a clear financial roadmap to guide clients on life’s journey. Our mission is to empower confident decision-making by integrating all aspects of your financial life—investment management, tax strategy, planning, and more—into a unified, one-stop experience. We define success as confidence—measured by how well we teach and communicate, so you not only trust our guidance but truly understand it.
Our Team.
At the heart of our firm is a team of seasoned professionals dedicated to guiding clients with transparency, expertise, and care. Learn more about the individuals who make our personalized service possible.
Advisory Council.
Our Advisory Council members bring thoughtful guidance, deep industry experience, and an independent perspective to help shape our firm’s strategic direction. Their insight supports our commitment to transparency, regulatory integrity, and the long-term success of the clients we serve.
Paul T. Quistberg
Outside Investment Counsel
Mark Levine
Advisor Emeritus
Our Core Values
GUIDED BY PURPOSE. GROUNDED IN VALUES.
At SummitPoint Capital, our values aren't just written on paper; they’re built into the foundation of everything we do. Even our logo tells a story, reflecting the essential qualities we bring to each client relationship.
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​Together, these elements illustrate how we bring clarity to complexity—integrating every aspect of your financial world into one clear, confident plan.
CIRCLE
Representing the moon, the circle reflects the guidance we offer through every financial decision. It stands for transparency and thoughtful insight—helping you see your path with confidence.
triangle
The peak of our logo forms a mountain, symbolizing our strategic mindset and dedication to your goals. It’s a reflection of how we plan with precision and purpose.
Square
The base of the design grounds the entire logo—just as our services provide a steady, integrated foundation for your financial life.
