Our Financial Planning Clients
are Successful Individuals
and Businesses
Our clients have substantial incomes and/or high net worth personal estates or business assets, they are often faced with complex financial planning challenges that require thoughtful and sophisticated planning solutions.
Our clients care deeply about maximizing the value of their estate, and succession of their businesses in the event of death, illness or disability. They want to make sure that their heirs and beneficiaries, and in many cases that the charities they care about get the benefit of their life's work. They care that their lives have meaning.
Summit Financial Resources' clients include:
- Senior Executives in financial services, pharmaceuticals
and in other industries and Fortune 500 companies - Financial Services Professionals
- Retirees
- Hedge Fund Owners and Managers
- Successful Business Owners and their Businesses
- Private Equity Owners
- Professionals - Doctors, Lawyers, CPAs, etc.
- Prominent Sports Figures
- U.S. Citizens Working Abroad
- Non-profit Organizations
- Families with Special Needs
Our advisors specialize in serving the specific markets listed above. These advisors have become experts in addressing and solving the unique financial challenges faced by successful people in these markets.
In many cases our clients have been referred to Summit Financial Resources, Inc. by a friend or an associate with whom we've worked previously. These valued referrals flow to us because of the personal confidence and trust our clients have developed in us, and the results we have achieved for them.
Summit's clients are individuals, families and business owners who are climbing towards or who have achieved the summit of their success. They include:
Wall Street Professionals, Executives, Hedge Fund Owners...
Successful Corporate Executives across a broad spectrum of industries...
Professionals: Doctors, Lawyers, CPAs...
