PHILOSOPHY

Rethink The Path To The Top

Reaching true financial freedom requires far more than outdated, cookie-cutter investment management.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

 

PHILOSOPHY

Rethink The Path To The Top

Reaching true financial freedom requires far more than outdated, cookie-cutter investment management.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

 

We Think Actual Advice Matters Most.

The financial advice industry has led clients to believe only investment returns define financial security and true happiness.  In truth, well-allocated portfolios are just the first step. Along with compassionate and candid support, Summit creates individualized strategies to grow and protect assets.

We’re not just portfolio managers. We’re trusted advisors who actually advise, committed to coaching clients through a life plan.

We Don’t Wait For The Phone To Ring.

We think intelligent planning defines financial success more than anything else. Since our lives inevitably change, even the most well-defined plans don’t mean much without ongoing, proactive and candid guidance.

We don’t wait for you to call. We use modern, client-facing technology to proactively engage you and adapt your plan while staying accountable to long-term goals.

We Don’t Wait For The Phone To Ring.

We think intelligent planning defines financial success more than anything else. Since our lives inevitably change, even the most well-defined plans don’t mean much without ongoing, proactive and candid guidance.

We don’t wait for you to call. We use modern, client-facing technology to proactively engage you and adapt your plan while staying accountable to long-term goals.

Your Experience Matters Too.

We think advisors should provide more than basic financial planning and wealth management.
We use modern technology to deliver a service experience tailored to client preferences.

REPORTING

Finances can feel confusing. Our modern reporting tools provide clear snapshots of every client portfolio.

ONLINE ACCESS

You should be able to see your money. With our client portal, you have total access to your net worth.

HANDS-ON SERVICE

When you just want to talk to a person, you have direct access to our service team.

FIND AN ADVISOR

Someone from the Summit team would love to assist you.

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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