Beth Bohara

   

Beth Bohara is the Founder/CEO and Financial Planner with Summit and Sage Capital located in Mt. Pleasant, South Carolina.

As a Wealth Management Advisor, Beth is a trusted fiduciary with a diverse background in both healthcare and finance. She specializes in aligning financial strategies with her clients’ lifestyle goals and provides comprehensive financial planning services tailored to the unique needs of busy, successful professionals.

As a mother of three young boys and a woman in the finance industry, Beth brings a unique perspective, understanding the busy life commitments and responsibilities her clients face. She places great importance on family and understands the vital role family plays in planning for the future. Her empathetic approach allows her to connect with her clients and provide solutions that genuinely fit their life stage.

Beth is highly skilled in listening and understanding her clients' needs, which enables her to individualize financial plans effectively. She is adept at solving complex problems and is passionate about helping her clients meet their goals. She offers a clear, strategic path forward, taking the stress out of financial planning and instilling confidence in the future. Clients trust Beth for her extensive knowledge, dedication, and the care she provides in every aspect of her work. Beth is committed to ensuring her clients can worry less and focus more on what truly matters.

As a personal financial advisor, Beth is proud to provide a higher standard of financial stewardship—rooted in relationships, built on integrity, and focused on outcomes that truly matter to you.

At Summit & Sage Capital, we believe financial planning should feel as intentional as the life you’re building. Our name reflects the heart of our approach: “Summit” symbolizes your goals—clear, elevated, and within reach. “Sage” represents the thoughtful guidance and perspective that help you get there with confidence.

We offer a personalized, transparent process grounded in trust, simplicity, and collaboration. No two financial journeys are alike—so we listen first, and act second — to design strategies as distinct as your story. Whether you're just getting started, navigating major life changes, or refining your long-term vision, we’re here to offer clarity, alignment, and partnership every step of the way.

We are located in the beautiful low country of Mount Pleasant, South Carolina. We work in collaboration with our strategic alliance Thrive Financial Partners of North Carolina, as well as our general agency uFinancial Group of Mechanicsburg, Pennsylvania. 

Financial Planning Services

• Financial planning
• Wealth management services
• Tax strategy
• Wealth protection
• Retirement planning
• Estate planning
• Financial advice

Products and Solutions

• Long term disability insurance
• Life insurance
• Investment accounts
• Annuities

Retirement Accounts

• Rollover IRA
• Backdoor Roth IRA
• SEP IRA
• Simple IRA
• Traditional IRA
• Solo 401K

Ideal Client

Physicians, CRNAs, physician assistants, dentists, executives, business owners, and other high-income professionals.

People who are excellent at their careers but don’t have time to manage their finances in depth. They are typically mid-career to peak-earning years (30s–50s) with families. And are often juggling family, demanding careers, and major financial decisions (retirement planning, kids’ education, practice ownership, etc.).

Those with a high income but limited time, with complex planning needs (taxes, investments, risk management). They value expert guidance over DIY. They want a trusted partner and appreciate education, transparency, and a collaborative relationship.

Business Power Partners

Medical residency program directors, CPA, estate planning attorneys, business attorneys, medical practice consultants, independent P and C insurance brokers, mortgage brokers, career coaches, executive coaches, life coaches, personal home organizer, real estate agent, interior designer, therapist, home architect/engineer/builder in direct contact with clients, physician recruitment firms, and CRNA recruitment firms.

Contact Information

beth@summitandsagecapital.com
980-809-2159
Located in Mt. Pleasant, SC