Legacy Solutions Wealth Management

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, your family, your business — and how you see your needs changing over time. Learn how The Summit Financial Strategies can work with you to help your financial needs.

Founded in 1983, Pacific Premier Bank is headquartered in Irvine, California, serving businesses and individuals through the United States. We're one of the strongest-performing banks in the nation. Our commitment to providing unparalleled client service in the communities we serve and enhancing shareholder value drives everything we do. Member FDIC.

Preisz Financial, based in Portland, OR, is a financial services firm offering comprehensive investment solutions and personalized financial planning. We assist clients in achieving their financial goals through expert guidance in group retirement plans, investment management, and insurance services. As your financial partner, we provide tailored strategies for retirement planning, wealth management, and asset protection. Our investment services aim to maximize returns while minimizing risk, securing your financial future. We understand that each client's situation is unique, offering customized planning to navigate complex financial decisions. Our team provides informed, strategic advice, staying current with market trends.