Summit Harbor Group works exclusively with closely held business owners to close the protection gaps most advisors never bring up — key person risk, buy-sell funding, and executive continuity planning.
Summit Harbor Group was founded by a former business owner with an MBA who saw firsthand how many successful owners have massive uninsured blind spots — and nobody at the table to address them at a peer level.
We operate across two high-net-worth markets — Roaring Fork Valley, Colorado and Naples, Florida — serving the owners that traditional financial advisors overlook.
We lead with analysis, not products. Every engagement starts with a deep fact-finding process to understand your business's actual exposure before any solution is discussed.
We work alongside your existing advisors — CPAs, attorneys, and wealth managers — to fill the gaps they don't cover, not compete with them.
Deep roots in Naples, FL and the Roaring Fork Valley, CO. We know these markets, the business communities, and the unique risks local owners face.
Services designed to match your urgency and planning stage — from core protection to executive growth strategy.
We operate in two distinct high-net-worth markets where closely held business owners are underserved by traditional financial advisors.
We work best with owner-dependent businesses where the owner IS the business — and where the risks of losing them haven't been properly addressed.
Download our free guides to understand the gaps most business owners and their advisors never address — until it's too late.
A practical guide to identifying and closing the gaps that put your business — and your family — at risk.
The protection conversation most advisors aren't having — and why it matters for your clients and your practice.
Schedule a no-pressure discovery call. We'll take 20 minutes to understand your business and tell you honestly if we can help.
Tell us a bit about your business and we'll reach out within one business day to schedule your call.