For over thirty years,
Summit Financial Resources, Inc. has
been providing comprehensive financial
planning and wealth management
services to high net worth individuals
and successful businesses.
A message from Summit’s Chairman and Chief Investment Officer, Steven Weinman
At Summit our mission is to help our clients secure their future by achieving their financial goals.
When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives…
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The Essence of The Summit Advantage Is In Our:
Providing an unbiased, objective and thorough approach to both financial planning and wealth management.
Summit’s strong growth has been because of the trust and confidence we’ve earned based on results we’ve achieved for clients.
As a result of their financial success, many clients face complex planning problems that require a depth of expertise and sophisticated solutions.
Organization & Culture
Privately owned and independent, with an in-house multi-disciplined team. We are singularly focused on helping our clients achieve their goals.