About Us

Providing Clarity. Confidence. Continuity.

At Golden Summit Wealth, we believe true wealth begins with clarity and endures through confidence. We combine the strength of a 175-year legacy with a deeply local, relationship-driven approach to help you plan intentionally, live fully, and protect what matters most.

We are a community of trusted advisors who listen deeply, guide transparently, and stay the course through every stage of life. Our purpose is simple: to replace uncertainty with understanding and help every client make informed, confident financial decisions that last.

Our Mission

To bring clarity and confidence to every financial journey: through personalized advice, coordinated planning, and relationships built to last generations.

Your summit is within reach.
Let’s climb it together.

Our Values

Clarity in Every Conversation – We explain the “why” behind every decision, ensuring you always feel informed and confident.
Connection Over Transaction – We build relationships rooted in trust, understanding, and long-term partnership.
Commitment Through Generations – We design for your future and for the ones who come after you.

Transparency & Objectivity

We believe confidence grows in clarity. That’s why our advisors separate advice from product sales, ensuring you always understand what you’re paying for and explain the why. Every recommendation is grounded in your goals.

Coordinated Advice & Planning

We bring your entire financial picture into focus. From investments and insurance to estate and retirement planning, we unify every piece under one trusted relationship. This way, your plan works together, not in silos.

Continuity & Succession

Your story doesn’t stop with one advisor. Through team-based service models and formal succession programs, we provide lasting relationships and seamless transitions so you’re supported for life, not just for now.

Meet our Executive Team

Greg Cohn, CLU, ChFC, CFP
CEO/General Agent

Mike Clark, MBA
Co-General Agent

Tamara Rich, FLMI, SHRM-SCP
Chief Financial Officer

Vanessa Oakley
Chief Operating Officer