Beth Bohara
Financial Planner, Summit and Sage Capital
Beth Bohara is the Founder/CEO and Financial Planner with Summit and Sage Capital located in Mt. Pleasant, South Carolina. She runs a fee-for-advice financial planning and wealth management firm. She can work in the fee for advice space as a fiduciary comprehensive financial planner and she can also work doing customized, concierge solutions, such as investment only management or insurance. She works with high-income professionals, including physicians, medical providers, and executives to create clear, customized financial strategies that align with their goals and values. Through an educational and approachable process Beth simplifies complex financial decisions so her clients can build wealth with confidence and purpose.
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
What does SHE stand for?
SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.