Private Wealth Advisor Ken Durfee shares how the SummitVantage tech stack has created unbelievable efficiencies so he can spend more time with his clients and developing strategies and solutions to create value for them and their families.
“A huge differentiator for me is that I have the ability to sit with our Professional Strategy Team (multiple CFA’s and CFP’s) to develop solutions for my high-net-worth clients designed around their custom comprehensive financial plan and their objectives. It is not just me; it is an entire team of experts.”
