SummitView Wealth Management

SummitView Wealth Management is a boutique wealth management firm based in Soufrière, St. Lucia, offering personalized financial advisory and asset management services to high-net-worth individuals and families. Founded in 2020, the firm specializes in providing tailored wealth strategies that focus on wealth preservation, growth, and long-term financial security. SummitView Wealth Management is committed to delivering top-tier service with a strong emphasis on confidentiality and client satisfaction.

The firm was founded by Claire Thompson, a seasoned wealth manager with over 15 years of experience in international finance and estate planning. SummitView Wealth Management provides a comprehensive range of services, including investment portfolio management, estate and inheritance planning, tax-efficient investing, and retirement planning. The firm is known for its client-first approach, ensuring that every aspect of a client’s financial well-being is carefully managed and optimized for long-term success.

With a team of 15 financial advisors, wealth planners, and tax experts, SummitView Wealth Management offers a highly personalized experience, working closely with clients to develop customized financial strategies that align with their goals. In 2022, the firm introduced its "Green Legacy" initiative, which focuses on helping clients invest in sustainable and socially responsible projects, reflecting the growing demand for ethical and environmentally conscious investment options.

SummitView Wealth Management also offers offshore financial services, taking advantage of St. Lucia’s favorable regulatory environment to provide clients with tax-optimized wealth solutions. With its commitment to innovation, integrity, and personalized service, SummitView Wealth Management continues to build a strong reputation as a trusted partner for managing and growing wealth in the Caribbean.