I have been a client of Summit Wealth & Retirement Partners for many years. They not only provide outstanding asset management, but also help on a wide variety of other financial and estate planning issues. Despite wide swings in the financial markets, my portfolio under their guidance has consistently outperformed my expectations and goals. They take a tremendous amount of time to educate me as they explain all their strategies and actions. They provide an exceptional level of client service...excellent follow through, personal meetings, and promptly returned phone calls. They answer all questions thoroughly, even the unsophisticated ones. They demonstrate complete integrity as they conduct their business. I cannot recommend this firm highly enough, particularly Hal Porter who has been my primary advisor for years, and more recently, Rob Cucchiaro who is a relatively new but excellent addition to the firm. All the other members of their staff are very client focused and professional as well. read more

As my husband started talking seriously about retiring in the couple of years, our conversation turned to "how much will we need to cut back after retirement and/or how long do I need to continue to work." That's when we reached out to Rob Cucchiaro for help and guidance. He took a look at all of our various accounts, made excellent recommendations as to how they might be better structured for our needs, and after two meetings showed us options for our future. We both felt so relieved (for the first time) to know what we could expect. Rob loves what he does, is dedicated to his clients, and has the experience and expertise to layout our financial future in a clear, concise way. We are grateful for his guidance and friendship, and most importantly the peace of mind he has given us. read more

Summit Wealth and Retirement Partners have bee managing my retirement income for several years and I have nothing but praise for how they have managed my accounts. I have complete confidence in their integrity and financial abilities. Over the years I have used several financial advisors with mixed results and satisfaction. Rob Cucchiaro and his team has provided an expertise I have found invaluable for my long term financial planning. I have complete confidence in his abilities and find him very trustworthy. I would recommend Rob and Summit Wealth & Retirement Partners to anyone needing retirement and financial planning. Dave M. read more

We have been working with the team at Summit Wealth & Retirement Partners for many years, and have been very satisfied with their financial guidance. We started with them when my husband & I were working on our Estate Planning, and their input was invaluable with how we structured this. We wanted a comprehensive financial plan, so Paul, Hal & Rob developed a strategy with us for life insurance, funding our kids' college education, as well as getting our own business launched. I have also sought their advice as I untangle the my father's estate, after his recent death. The team genuinely cares about our family. read more

After our respective retirements, my wife and I became concerned about our financial status. Money had been saved in several different accounts, but nothing was structured. There was no road map indicating what would happen to one, if something were to happen to the other. Relatives? Some social service? The advice of a friend? We did not feel comfortable with any of those solutions. The financial expertise and personalized retirement solutions of Robert Cucchiaro, resolved our concerns and worries. We thank him heartily as our financial councilor and friend. Irvin and Diane Tiessen read more

Summit Wealth are not only great advisors, but generally amazing people as well that care about you and your family. They simply rock, and I definitely advise anyone to use them that are looking for an honest and outstanding financial advisor. I have been with Rob Cucchiaro for a few years now and do not plan on changing that any time soon! I think what I like about them most is they are constantly updating you on what is going on with not only your own portfolio, but what is going on in the market place as well. You always feel like they are working for you year round. read more

As you get nearer to retirement and begin thinking of pulling the plug it is very comforting to have someone who is competent and genuinely passionate about showing you the best options and choices that are out there. Summit Wealth is a solid company and Rob Cucchiaro has given my wife and I very personal and prompt service helping us plan our retirement. He has laid out a financial plan that is realistic and ensures that we totally understand all aspects plan. I'll put my money down on Summit Wealth and Retirement. And we did. read more

I have been a client of Robert Cucchiaro and Summit Wealth management for over 5 years. There is not enough room for me to tell readers how incredible these services are. I went from a very insecure investor who had little experience in planning for retirement. With Rob's encouragement, compassion, impeccable integrity, and his very personal interest in me and my unique situation, I am now extremely confident about my finances, and can recommend without any hesitation the services of Summit Wealth Management. read more

Having Trust and Faith in the Competence, Product Knowledge, and Integrity of ones Wealth Manager and Financial Adviser is vital. While I've had the opportunity of meeting many different professionals and advisers in this industry, I have yet to do to business with a firm that I feel demonstrates excellence at this level in all three of the aforementioned areas. I can not more strongly recommend Summit Wealth & Retirement Partners to anyone seeking a Wealth Manager & Financial Adviser. read more

I appreciate Rob Cucchiaro and his team. He handles my financial needs as if they were his own. When we discuss my finances, he is alway realistic about what can be achieved. Rob takes a genuine interest in what is important to me and my family. Life has changed for me a few times since I have been working with Rob. The approach is always calm and reassuring. We remain focused on short and long term need. Thank you Rob and Summit Wealth & Retirement Partners. read more

As someone who is easily intimidated by financial matters, I am so grateful to this company and to Rob Cucchiaro in particular for helping to put me on track. I have a clear path towards a reasonably comfortable retirement because of the experience, knowledge, clarity, and sensitivity that Rob has brought to his work on my behalf, and he is passionate about everything he does. My highest praises and recommendation go to Summit Wealth & Retirement Partners! read more

My wife and I just started with Summit Wealth at the beginning of this year. They have been a great help getting us headed in the right direction for investing and our retirement. Rob has been very helpful informing me about the ins and outs of retirement and financial planning. I know I am not a huge client of Summit Wealth but they have treated me like their best client. I would definitely recommend Summit Wealth to my friends and family. read more

Rob Cucchiaro has been my financial advisor for the past six plus years. I can't praise he and his team enough for giving me sound financial advise and retirement planning. His expertise has been invaluable. He is always available and professional, and has been helpful to expand my knowledge of the financial world. I have great confidence and trust in his decisions and highly recommend Rob to anyone needing financial planning. read more

I first met with Rob Cucchiaro about four years ago when I was seeking advice about combining several separate retirement "plans" into a consolidated strategy for funding my post-career life. With Rob's sound advice, coupled with the resources of Summit Wealth & Retirement Partners, I now have the comfort of a sound investment and retirement plan that I can truly live with. What a great team of professionals! read more

I have been a client for many years and have been very pleased with their performance. I have also been a client of Robert Cucchiaro, following him from one financial company to another financial company for my retirement needs. I highly recommend Summit Wealth & Retirement Partners, Inc. Cindy Painter Firestone, CO. read more

Rob is smart, accessible, responsive, current on investment trends and always able to translate financial matters into everyday language. Shop around, but include him in your search. Andy E., Petaluma read more