Brian Barthold

Private Wealth Advisor

Credentials: ChFC (Chartered Financial Consultant)
Years of Experience: 22

Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Phone: 973-292-5422
Email: bbarthold@sfr1.com
Website:
LinkedIn:

As a Financial Planner, I am dedicated to learning about your personal goals. Everyone’s economic and life situation is unique, and I keep that in mind when providing planning advice. I believe that personalized service focused on your specific needs is essential in creating a clear road map of your financial plan.

Every client is in a different stage of their life, yours might be purchasing a first home, financing a child’s post-secondary education, or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and will work to highlight the appropriate strategies or products that best fit your goals from an independent, objective perspective.

Once your custom-tailored plan is in place, we will continue working together to review your achievements against your goals, ensuring you are on the right heading according to your objectives.

If you have any questions about your plan or about specific financial products or strategies, please contact me. I am more than happy to set up a time at your convenience to meet to review your needs and address any questions you may have.

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.

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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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