Summit & Sage Wealth

05/29/2026

It’s 529 Day! Connect with our team today and we'll help you prep for your child’s future, which may include setting up your own 529 plan.

05/29/2026

It’s 529 Day! Connect with our team and we’ll help you prep for your child’s or grandchild's future, which may include setting up your own 529 plan.

05/28/2026

Hanna Grichanik & Becky Rigitano represented Summit & Sage at the Northwestern Mutual Wealth Management Symposium, where sessions ranged from evolving tax policy to global geopolitical trends to sharpening long term strategy for clients.

The highlight? A reminder that in a fast moving environment, continuous learning isn’t optional it’s how we elevate the guidance we provide every day.

The retro phone photo? Just a fun moment between sessions but a good reminder that connection is at the heart of what we do.

05/25/2026

Honoring the brave men and women who gave their lives in service to our country.

05/15/2026

I'm proud to work with a company that truly cares. Northwestern Mutual offers scholarships for childhood cancer survivors and their siblings. It’s a program that helps lift some of the financial burden from families and helps the students pursue their dreams through higher education.

05/12/2026

We’re honored to share that Forbes has named Tom Canale a 2026 Best in State Wealth Management Advisor.

This recognition matters, but what matters most is what made it possible: the long-standing relationships our team has built with the individuals, families, and business owners who trust us to guide them.

Congratulations, Tom and thank you to our clients for the confidence you place in us.

(Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

04/28/2026

After 30 years of guiding families with clarity and care, we’re excited to share our refreshed name: Summit & Sage Wealth Management and Insurance Solutions.

Summit reflects where you want to go: your goals, your confidence, and the meaningful milestones ahead.

Sage reflects how we help you get there: with wisdom, experience, and grounded, thoughtful guidance.

While our name has evolved, what matters most remains exactly the same. Your advisors, your planning experience, and our commitment to your family continue unchanged, including our affiliation with the Northwestern Mutual Private Client Group.

Summit & Sage simply puts words to the partnership we’ve shared with so many of you over the decades moving upward with intention, supported by a team that knows your story and walks with you every step of the way.

04/24/2026

There’s more than one way to build a meaningful career in wealth management and our team is proof.
We see two powerful paths into this profession:

• The career changer, like Northwestern Mutual – Chicago Managing Partner Corey McQuade, who transitioned from consulting into wealth management. His recent Forbes feature highlights what it means to move from “renting” your career to truly owning your future a message that resonates deeply across our team.

Check it out: https://www.forbes.com/councils/forbesfinancecouncil/2026/03/23/from-renting-your-career-to-owning-your-future/

• The early career advisor, like our Partner and Private Wealth Advisor Tom Canale, who joined through the firm’s post graduation program and grew into leadership by building long term relationships and developing alongside a credentialed, collaborative team.

Different beginnings. Shared trajectory. Impact, purpose, and the opportunity to lead.

As we continue to grow, we’re investing in individuals who want to build something of their own within a strong platform, people who value mentorship, team culture, and the chance to make a lasting difference for the clients and communities they serve.

If you’re exploring what your path could look like here, we’d welcome a conversation.

The greatest risk isn't leaving the path; it's staying on a path that no longer leads where you want to go.

04/22/2026

Our team had the privilege of volunteering at the Special Olympics Illinois 2026 Region C Team Soccer Tournament. The determination, resilience, and teamwork on the fields were a powerful reminder of what it means to show up for one another.

Tom Canale volunteered alongside his son, Brendan continuing a 30-year commitment to supporting families who have a loved one with special needs. This work has shaped his career and remains central to our firm’s mission and the way we serve.

We were also joined by Adam Checchin, a longtime Special Olympics volunteer and foundation board member, former special education teacher, and financial advisor on our team. His lived experience brings invaluable perspective to the families we support.

Wishing all the athletes the very best as they advance to the State Soccer Tournament.

01/19/2026

Honoring Martin Luther King Jr. and his lasting legacy of service, leadership, and dedication towards making this world a better place.