Disclaimer

Summit Financial, LLC (“Summit”), is a registered investment adviser based in Parsippany, New Jersey. The Summit website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services (collectively referred to as “advisory services”). Individualized advice is provided pursuant to written agreements with Summit’s clients. Summit does not offer brokerage or securities, although Wealth Managers associated with Summit offer brokerage products through Purshe Kaplan Sterling Investments, an unaffiliated broker-dealer.

Although several Summit representatives are admitted attorneys and/or CPAs, they act exclusively in a non-representative capacity. Neither they or Summit provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purposes of avoiding U.S. federal, state or local taxes.

Investing in capital markets involves substantial risk and you could lose money. Individual investments, investment services, or strategies may not be suitable or appropriate for every client or every situation. While past performance may be analyzed, past performance should not be considered indicative of future performance. You should be aware that investments can fluctuate in price, value and/or income.

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser.

Social Media Privacy Disclosure & Governance for Customers

Summit is not affiliated with Twitter, YouTube, Facebook or LinkedIn and has no control over how it uses the information you share. Summit does not endorse and is not responsible for advertisements, recommendations, opinions, products or other material found on social media sites. If you participate on these social media sites, be familiar with their privacy and security policies, know how settings work, and be aware of how user information can be displayed and used. Never communicate any personal or account information using social media sites. For information about how Summit and its affiliates may use information you provide, please see our Privacy Policy on Summitfinancial.com. Summit and its Wealth Managers do not solicit testimonials or endorsements on their social media feeds. Communications via Twitter or other social media sites do not constitute an offer to sell nor a solicitation of an offer to buy any investment product or participate in any trading strategy. Sale of investment products in any state in which such offer, solicitation or sale would be unlawful prior to such registration or qualification under the securities or insurance laws of any such state is not permitted. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results.

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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