Success is not measured by statistics, but rather your success in achieving your goals.
K2 Summit Wealth is built on a legacy of independent, client-first financial guidance. The firm traces its roots to 1997, when John M. Kosmicki founded Kosmicki Investment Services after years in large banking institutions. Recognizing the need for more personal, relationship-driven advice, he created a firm focused on thoughtful planning, integrity, and individualized strategies for clients at every stage of life.
In 2006, Jackie Montoya joined the firm, bringing a research-driven mindset and a deep commitment to retirement and long-term planning. Over the years, she played a central role in the firm’s growth and evolution, ultimately assuming full ownership and leading the firm forward as K2 Summit Wealth.
Today, K2 Summit Wealth continues the principles on which the firm was founded, including independence, education, and genuine relationships, while embracing a forward-looking approach designed to help individuals and families navigate life’s financial complexities with confidence, purpose, and clarity.
Plan for today. Plan for tomorrow.
Listen first, Invest Later
We will take the time to know you, your financial position and objectives first. Then we will only make recommendations to you after we have completed a thorough analysis and a review of your options. We strive to ensure that you are receiving the best individual advice.
Advice for Your Best Interest
What makes our firm unique, is our team’s dedication to serving in your best interest. It is our fiduciary duty to make recommendations that will benefit you the most in the long run.
Focus on the Long-Term
Our goal is to build a relationship with you for the long haul. We want to help you and your family through every challenge and celebrate your every success. As a family run business, our goal is to support your family for generations to come.