`
Financial Expertise at SUMMIT WEALTH MANAGEMENT
SUMMIT WEALTH MANAGEMENT is a leading financial advisory firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced and knowledgeable advisors, SUMMIT WEALTH MANAGEMENT provides a wide range of financial services and caters to different types of clients. Here are some key insights and facts about the firm’s services and offerings.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Assists clients in creating and maintaining a diversified investment portfolio
- Provides guidance and advice on retirement planning, tax strategies, and estate planning
- Uses a holistic approach to financial management, taking into account each client’s unique goals and needs
Facts and Insights
SUMMIT WEALTH MANAGEMENT has been in business for over 20 years, and during that time, they have gained extensive experience in the financial industry. With a team of over 50 advisors, the firm manages assets worth $2.5 billion. They have a proven track record of helping clients achieve their financial goals through smart investment strategies and sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2.5 billion | 50+ | 20+ |
Financial Services Offered
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Insurance solutions
- Wealth transfer
Client Types
- High net worth individuals
- Families
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
SUMMIT WEALTH MANAGEMENT operates on a fee-based compensation structure, which means they earn a percentage of the assets they manage for their clients. This incentivizes the firm to help clients grow their assets and achieve their financial goals. The specific fees and compensation structure is based on the services provided and is fully disclosed to clients before any agreements are made.
Background
SUMMIT WEALTH MANAGEMENT was founded in 1999 with the vision of providing comprehensive financial services to clients. The firm is headquartered in New York City and has offices in several other locations across the country to better serve their clients’ needs. The team at SUMMIT WEALTH MANAGEMENT is made up of experienced financial advisors, investment analysts, and support staff who work together to provide exceptional service to clients.
Financial Advisor Disclosures to Know
Before engaging with SUMMIT WEALTH MANAGEMENT, it is important to be aware of the firm’s disclosures, as with any financial advisor. These can include any conflicts of interest, legal or regulatory actions, and any disciplinary history. All disclosures are available for review on the firm’s website or can be obtained upon request from the advisor.