Focus on What Matters to You
Financial Planning + Investments
Approaching retirement? At SummitView Advisors we help you decide when and how to retire. We go through our signature planning process to find the right fit for you and your family. We truly care about you and your financial future!
How close to retirement are you really? Call to find out!
Have you received an inheritance? Do you want to invest in Real Estate? Curious about best practices? Working through a divorce? We are here to be your expert in educating you on what options are available and how to get started.
Schedule with Holly to learn more.
We offer a free consultation to get to know you and your financial goals. Let’s meet!
Schedule a free consultation today!
At SummitView, we understand there are 3 primary stages of building wealth and everyone has their own familiarity of risk. We help to guide you through and empower you to make the best decisions.
- Build - Accumulate your wealth & assets
- Protect - Preserve your wealth & assets
- Consume- Enjoy the distribution of longevity
SummitView Advisors is female led with nearly 30 years of experience in the industry. We provide tailored financial advice and services to meet the needs of you and your family. We design creative investment strategies and custom solutions to help you reach your objectives.
Education is a large part of what sets us apart. We take the time to listen to your needs, and educate you on the options and how it flows together. We also take pride in continuing our education to ensure we are providing the best service possible as the ever-changing environment updates.
Holly Stewart Honored as Cambridge Leaders Club Qualifier
Industry leaders to gather in Orlando in September
September, 2023 – Holly Stewart has been named a qualifier of Cambridge Investment Research, Inc.’s (Cambridge) Leaders Club, an honor reserved for financial professionals who display exceptional dedication to their clients while upholding an independent mindset and fulfilling Cambridge’s purpose to make a difference in the lives of its financial professionals, their clients, and its associates.
“It is our pleasure to have Holly Stewart join us in Cambridge’s Leaders Club,” said Jeff Vivacqua, President of Growth and Development at Cambridge. “At Cambridge, we seek to make a difference through service. Holly has demonstrated a dedication to making a difference in the lives of their clients while maintaining the independent mindset that Cambridge financial professionals are well known for.”
Leaders Club qualifiers are invited to gather and celebrate at the annual Leaders Club conference, which will be held in Orlando, Florida from September 19-20. The conference offers Leaders Club qualifiers the opportunity to learn from new perspectives, network with their peers, and hone their skills through exclusive educational opportunities. Qualifiers will be joined by Cambridge’s senior leadership for two full days of networking, learning, and celebration.
About Holly Stewart
At Summit View Advisors, we believe in relationships first. That means your real-life needs are our primary concern, and that includes helping you find a path to retirement. My Signature Planning Process pulls together your current financial situation, such as expected retirement income, real estate, current assets, and more. From there, we'll create a custom plan of action designed specifically for you. It's a complex process, one in which I specialize. And I explain it to you in plain language. Best of all, though, our focus is on your money working for you rather than you working for it.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
The 2023 Leaders Club award is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SummitView Advisors are not affiliated.