Nothing is more fulfilling to me than being in a position to support top professionals and see the impact they make on both their clients’ and their own personal lives. It’s this gratification that has kept me in the business for 25 years. We transform the lives of our associates and clients through coaching and strategic planning.
As one of the largest and most respected firms in our market, we specialize in Financial Planning, Insurance Strategies & Wealth Management. Our firm of over 200 advisers & professional staff members support over 100,000 clients, to help them reach their financial potential.
For over 40 years we have been helping advisers, businesses, families, executives, entertainers, and professional athletes build financial freedom.
Our goal is to help you avoid unnecessary wealth transfers. My practice is dedicated to promoting fiscal literacy and financial awareness. Our unique team-based platform is designed to bring together financial problem solvers to help you reach your goals.
Overview
Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. Our approach to strategic and coordinated financial planning for wealthier clients consists of assembling a team of highly qualified professionals responsible for needs analysis, developing, presenting, and implementing a program tailored for a client’s long-term objectives. We draw on the resources of our in-house, multi-disciplined professional staff made up of CPAs, tax attorneys, CFP® Professionals, estate, insurance, and benefits consultants, investment advisors, and administrative support staff.
Summit Financial, LLC, an SEC-registered investment advisor, a wholly-owned subsidiary of Summit Financial Holdings, established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983).
As your financial situation changes, life can become more complex. How do you know if some financial decisions are negatively affecting other areas of your plans? We can help.
Specialties: Wealth Management
Employee Benefits
Insurance Strategies
Investment Strategies & Asset Management
College Funding Strategies
Budgeting Strategies
Keith is registered to sell securities in CA, CT, FL, NJ & NY and Insurance in: NJ,NY,PA, and FL.
