Summit Wealth Funding
Summit Wealth Funding

Capital · Protocols · Performance

Fund the upgrade.
Engineer the edge.

Summit Wealth Funding gives serial entrepreneurs, real estate investors, high-performance operators, and small business owners the capital, blueprints, and protocols to build a portfolio and a balance sheet that compound for the next forty years.

— Capital for the ones optimizing everything.

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Our Practice

Consulting, rapid implementation.

Funding Access

Business lines of credit, SBA loans, DSCR and bridge financing, and private capital — sourced for serial founders, real estate investors, and growing small businesses.

Operator Blueprints

Raise decks, financial models, deal structures, and playbooks for buying, scaling, and refinancing — the same templates our clients use to close.

Longevity Protocols

Curated stacks, vetted vendors, and diligence frameworks for operators who treat the business as one system.

Inquiry

Client Funding Inquiry

Share a few details about your business and funding goals. We review every submission directly.

Next Steps - Let us know about your business so we are expediting your dream.

Discovery Call Intake →

Your information is used only to review your inquiry and coordinate your discovery call. We do not sell your information.

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The Process

Three Phases. One Blueprint.

01

Discovery

What is your business? How much do you need? What is your timeframe?

02

Blueprint

We design your funding architecture and operating plan — credit lines, raise strategy, deployment cadence — tuned to your timeline and risk envelope.

03

Implementation

We open doors to the lenders, family offices, and operators in our network and walk alongside you from first conversation to funded.

About

Built by a Connector. For Operators.

Portrait of the founding partner of Summit Wealth Funding

Michelle Pershing

Founding Partner

Summit Wealth Funding was built for the generation that refuses to settle for the default — the serial entrepreneurs, real estate investors, small business owners, and high-performance operators who are rewriting what wealth, health, and a career are supposed to look like.

Understanding the power of resource and connection, Michelle Pershing started this strategy after years in Entertainment and now, Regenerative Medicine. Her access and innovation into two incredible monetary and access-capital-based industries are translated into funding.

We connect clients to vetted lenders, credit partners, grant programs, and private capital. We hand over the blueprints — acquisition models, raise decks, refinance strategies, protocol stacks, vendor lists — and we stay in the room as you deploy them.

What unites our clients isn't a single industry. It's the belief that the business and the balance sheet are one system — and that the next forty years are won by the operator who treats them that way.

Book

Schedule your One to One Discovery Call.

Select a time, confirm your engagement, and we will be in touch ahead of our conversation.

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Stay in quiet correspondence.

Occasional notes on capital markets, structure, and the practice of stewardship.