Niche Specialization Case Studies

Financial planning services tailored to military veterans, maximizing their benefits and achieving financial security. Learn about VA benefits and more.

We increased planned giving by 18% for a non-profit organization by developing tailored financial plans for board members.

Summit Capital Partners helped a non-profit executive grow their portfolio by 12% in 3 years by aligning investments with their values.

We designed tailored financial plans for non-profit executives, resulting in a 98% client retention rate and increased employee satisfaction.

We guided educators through optimal social security claiming strategies, resulting in an average of $80,000 increase in lifetime benefits.

Comprehensive financial planning for physicians, focusing on debt management, tax optimization, and wealth accumulation. Empowering doctors to thrive financially.

Discover how Pacific Gate Capital helped a pro athlete design a financial plan to ensure long-term financial security beyond their brief 7-year career.

Specialized tax planning for professional athletes, minimizing tax liabilities and maximizing wealth accumulation. We understand the unique needs of athletes.

Supporting recently divorced women to build robust investment portfolios. Tailored financial planning for post-divorce success.