Summit Behavioral Wealth, located in Greenfield, MA, is a financial planning firm led by Michelle Spaziani, a Certified Financial Planner professional. With a focus on holistic financial planning and advice, Michelle helps clients simplify their financial lives and make smart decisions by taking a behavioral finance approach. Through personalized coaching, empathy, education, and expertise, Summit Behavioral Wealth assists individuals, families, non-profits, retirees, and women investors in navigating life's financial twists and turns.
With a commitment to understanding each client's unique needs and avoiding complex financial jargon, Summit Behavioral Wealth offers a disarming and comfortable process. Michelle's expertise in behavioral finance allows her to guide clients in their decision-making, recognizing the importance of temperament over intellect. As an independent firm, Summit Behavioral Wealth provides financial planning, investment solutions, longevity planning, portfolio management, retirement planning, and sustainable investing services to help clients achieve their financial goals.
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