SUMMIT FINANCIAL

What's Your Summit Story?

Reaching true financial freedom requires far more than

outdated, cookie-cutter investment management.

With customized, holistic and hands-on advice,

we turn life’s aspirations into success stories.

START YOUR STORY OUR PHILOSOPHY

SUMMIT FINANCIAL

What's Your Summit Story?

Reaching true financial freedom requires far more than

outdated, cookie-cutter investment management.

With customized, holistic and hands-on advice,

we turn life’s aspirations into success stories.

START YOUR STORY OUR PHILOSOPHY

SUMMIT FINANCIAL

What's Your Summit Story?

Reaching true financial freedom requires far more than outdated, cookie-cutter investment management.

With customized, holistic and hands-on advice,

we turn life’s aspirations into success stories.

START YOUR STORY

Write Your Success Story

Approaching The Summit

Write Your Success Story

Approaching The Summit

Not all success stories are alike. Our financial advice focuses on individual needs and values, not industry norms. We leverage cutting-edge technology and one-on-one discussion to take clients through our straightforward Summit process.

Define Success

While the dollars and cents matter, we need to know everything beyond the numbers that will define a client’s meaning of success.

Customize The Solution

The financial industry too often categorizes clients and offers generic financial planning. Our custom plans align with what matters most.

Provide Ongoing Advice

Life changes. Your financial plan should too. We’re constantly adapting, always with a client’s ultimate objectives in mind.

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Disrupt conventional planning

Rethink The Path To The Top

Our clients create success not by following tradition, but by finding innovative ways to solve problems.
That’s how we approach wealth management. Unlike planning firms of the past, we prioritize independence, transparency, and holistic advice.

INDEPENDENCE

We sit on the same side of the table
as our clients, never pushing internal
product for the sake of fees.

TRANSPARENCY

We don’t hide fees or performance. Clients get full online access to an up-to-date, jargon-free picture of our work.

HOLISTIC ADVICE

We’re not brokers. We’re actual advisors. We avoid piecemeal planning and maintain a coordinated strategy.

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Aligning Legacy & Vision

We’re proud of our more than 35 years of history as an independent firm. To continue our legacy of guiding clients toward financial success, we align our extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future.

*Summit Financial, LLC was established in November 2018. It is the successor firm to Summit Equities, Inc. and Summit Financial Resources, Inc. for all investment advisory and financial planning businesses. Summit Equities, Inc. and Summit Financial Resources, Inc. had been providing financial and investment advisory services for approximately 28 and 35 years, respectively.

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4 Campus Drive Parsippany, NJ 07054 | Tel. 973-285-3600

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

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