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outdated, cookie-cutter investment management.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.
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outdated, cookie-cutter investment management.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.
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What's Your Summit Story?Reaching true financial freedom requires far more than outdated, cookie-cutter investment management.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.
Write Your Success Story
Approaching The Summit
Write Your Success Story
Approaching The Summit
Define Success
Customize The Solution
Provide Ongoing Advice
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.
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.
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 80 State Street, Albany NY 12207 (“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.
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