Pinnacle Service Providers

As the financial world grows more complicated, individuals are increasingly reliant on advice from an ever-growing range of professionals. Just finding them can be a very time-consuming process.

To better serve our clients, Summit has assembled a list of Pinnacle Service Providers, comprised of professionals in fields of Accounting, Tax Preparation, Insurance, Law and Estate Planning. Summit’s Pinnacle Service Providers can provide the non-investment services you need to achieve your financial goals.

When you contact any of these service providers, be sure to identify yourself as a Summit client. They will immediately treat you as a valued customer.

Our Pinnacle Service Providers Include:

For Individuals


Accounting and Tax Planning


AM Accounting & Tax Service, LLC
Alice Zaganczyk Peterson, MS, CPA

1123 N Water St, Suite 300
Milwaukee, WI 53202
Phone: 414-231-9138
Fax: 414-918-4570
www.amaccountingonline.com
info@amaccountingonline.com

We are a full-service CPA firm licensed in WI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

  • Individual tax planning and tax preparation
  • Small Business tax planning and tax preparation
  • Real Estate tax planning and tax preparation
  • Small business bookkeeping, payroll, CFO Services, business coaching, financial statement compilation.

Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.

Please call us today and we’ll be happy to offer you a free initial consultation.

YOUR EXCLUSIVE PINNACLE BENEFITS

All Summit Clients are eligible to receive: 10% off services.


Insurance


Bruce P Donlan
Estate Management & Services, LLC

PO Box 125
Kendall, WI 54638
Main: 800-232-2375
Ph: 608-553-2973

35 years experience of Life Underwriting, LTC, Life, Fixed Annuities, Disability Income, Business Insurance and Estate Planning concepts.


Mark Willis, CFP®
Lake Growth Financial Services

3520 S. Morgan St, Suite 214
Chicago, IL 60609
Main: 800-962-9141
Ph: 312-970-9357
www.lakegrowth.com/schedule

We specialize in working with clients who want to grow their wealth in ways that are safe and predictable, and help them in becoming their own source of financing through the Bank on Yourself® concept and guaranteed income solutions.

Whether business owners, real estate investors, parents with college-bound children, or those just looking for more liquidity and predictability in their portfolio, we offer our clients a free financial consultation in conjunction with the recommendations with Summit Investment Management.


Marco Briceno
The Starr Group

414-421-3800
mbriceno@starrgroup.com

Your Personal Insurance Counselor at The Starr Group will provide a full evaluation of your current policy to uncover common coverage gaps. We furnish several coverage options tailored to your specific needs for you to choose from. Our Licensed Service Team monitors your account throughout the year for any changes in premium. Whether by a life changing event (home purchase, new vehicle, college-bound kids, etc.) or by industry mark-up, The Starr Group delivers proportional solutions to fit your budget in a timely manner.

Talk to us today about:

  • Home and Auto Protection
  • Umbrella Policy
  • Motorcycle, Boat, Snowmobile, RV Coverage
  • Separating Personal Assets from Business Assets

Laura O’Neill
Cornerstone Insurance Agency

1700 Stieger Lake Ln, Suite 201
Victoria, MN 55386
(952) 448-5028
www.cornins.com
Laura@cornins.com

We are an independent car & home insurance agency, representing 12 different insurance companies FREE, no-obligation review of coverages.


Estate Planning


Mawicke & Goisman, S.C.

1509 North Prospect Avenue
Milwaukee, WI 53202
Phone: 414-224-0600
Fax: 414-224-9359
www.mawickelaw.com

Initial Inquiry Emails to Jennifer S. Walther, shareholder at: jwalther@mawickelaw.com

Established in 1979, Mawicke & Goisman, S.C. has become one of Wisconsin’s premier law firms. We provide comprehensive legal services to serve all of your business needs no matter what stage of growth you’re in. The creativity and experience of our attorneys is shown in their dedication to our clients; it has solidified the firm’s reputation as a results-oriented firm counseling a wide variety of business clients, both large and small.

Our Estate Planning Lawyers focus on assisting clients with personal estate planning (such as, revocable and irrevocable trusts, wills, powers of attorney, marital and property agreements, Medicaid planning, special needs planning, and guardianships), business succession planning, disputes involving trustees and trust beneficiaries, and probate.

YOUR EXCLUSIVE PINNACLE BENEFITS

All Summit Clients are eligible to receive: a 10% reduction in our standard fees for legal services.


For Businesses


Accounting and Tax Planning


Mawicke & Goisman, S.C.

1509 North Prospect Avenue
Milwaukee, WI 53202
Phone: 414-224-0600
Fax: 414-224-9359
www.mawickelaw.com

Initial Inquiry Emails to Jennifer S. Walther, shareholder at: jwalther@mawickelaw.com

Established in 1979, Mawicke & Goisman, S.C. has become one of Wisconsin’s premier law firms. We provide comprehensive legal services to serve all of your business needs no matter what stage of growth you’re in. The creativity and experience of our attorneys is shown in their dedication to our clients; it has solidified the firm’s reputation as a results-oriented firm counseling a wide variety of business clients, both large and small.

Our Tax team focuses on tax planning, tax controversies, and audits.

YOUR EXCLUSIVE PINNACLE BENEFITS

All Summit Clients are eligible to receive: a 10% reduction in our standard fees for legal services.


AM Accounting & Tax Service, LLC
Alice Zaganczyk Peterson, MS, CPA

1123 N Water St, Suite 300
Milwaukee, WI 53202
Phone: 414-231-9138
Fax: 414-918-4570
www.amaccountingonline.com
info@amaccountingonline.com

We are a full-service CPA firm licensed in WI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

  • Individual tax planning and tax preparation
  • Small Business tax planning and tax preparation
  • Real Estate tax planning and tax preparation
  • Small business bookkeeping, payroll, CFO Services, business coaching, financial statement compilation.

Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.

Please call us today and we’ll be happy to offer you a free initial consultation.

YOUR EXCLUSIVE PINNACLE BENEFITS

All Summit Clients are eligible to receive: 10% off services.


Legal


Mawicke & Goisman, S.C.

1509 North Prospect Avenue
Milwaukee, WI 53202
Phone: 414-224-0600
Fax: 414-224-9359
www.mawickelaw.com

Initial Inquiry Emails to Jennifer S. Walther, shareholder at: jwalther@mawickelaw.com

Established in 1979, Mawicke & Goisman, S.C. has become one of Wisconsin’s premier law firms. We provide comprehensive legal services to serve all of your business needs no matter what stage of growth you’re in. The creativity and experience of our attorneys is shown in their dedication to our clients; it has solidified the firm’s reputation as a results-oriented firm counseling a wide variety of business clients, both large and small.

Our Business Lawyers focus on choosing the appropriate entity to use for a particular business activity and structuring the ownership of the entity, buying and selling businesses, financing and structuring transactions, and contract negotiations.

Our Real Estate Lawyers focus on all aspects of commercial real estate, including planning, building, financing, leasing, buying and selling real estate.

Our Employment Lawyers counsel employers on all aspects of the employment relationship, including handbooks, contracts, discipline and discharge, leave administration, and wage and hour compliance, represent employers through government agency investigations, and defend employers in employment litigation in administrative agency proceedings and federal and state courts.

Our Estate Planning Lawyers focus on assisting clients with business succession planning, disputes involving trustees and trust beneficiaries, and probate.

YOUR EXCLUSIVE PINNACLE BENEFITS

All Summit Clients are eligible to receive: a 10% reduction in our standard fees for legal services.


Insurance


Bruce P Donlan
Estate Management & Services, LLC

PO Box 125
Kendall, WI 54638
Main: 800-232-2375
Ph: 608-553-2973

35 years experience of Life Underwriting, LTC, Life, Fixed Annuities, Disability Income, Business Insurance and Estate Planning concepts.


Marco Briceno
The Starr Group

414-421-3800
mbriceno@starrgroup.com

Your Personal Insurance Counselor at The Starr Group will provide a full evaluation of your current policy to uncover common coverage gaps. We furnish several coverage options tailored to your specific needs for you to choose from. Our Licensed Service Team monitors your account throughout the year for any changes in premium. Whether by a life changing event (home purchase, new vehicle, college-bound kids, etc.) or by industry mark-up, The Starr Group delivers proportional solutions to fit your budget in a timely manner.

Talk to us today about:

  • Home and Auto Protection
  • Umbrella Policy
  • Motorcycle, Boat, Snowmobile, RV Coverage
  • Separating Personal Assets from Business Assets

 

Disclaimer: The information provided herein is for informational purposes only. Summit Investment Management, LTD. (Summit) is not affiliated with and does not have a formal relationship with any party identified herein as a Pinnacle Service Provider. Unless stated otherwise, the Pinnacle Service Providers are separate and unaffiliated entities, and are not responsible for each others’ services or policies.
For the avoidance of doubt, any individual services rendered to Summit clients by the Pinnacle Service Providers are separate from and outside the scope of services offered by Summit. If you choose to contact a member of the Pinnacle Service Providers, such contact, as well as any resulting relationship, is strictly between you and the Pinnacle Service Provider.
The Pinnacle Service Providers should not be taken as an exhaustive list of professionals. You should always perform your own due diligence when selecting professional service organizations.
The descriptions above have been provided by the respective Pinnacle Service Provider and their inclusion here does not constitute an endorsement by Summit and should not be taken as such. Summit makes no representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Summit web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.