Since 1982 Summit Financial Resources, Inc. has been providing comprehensive financial planning and wealth management services to high net worth individuals and successful businesses. Today it is one of the preeminent independent financial planning firms in the country as a result of its unique approach to servicing the needs of affluent clients.
In exploring our web site you'll see how Summit is different from other firms specializing in just insurance or investments, and why we offer high net worth clients a decisive advantage.
The essence of The Summit Advantage is in our:
- Approach - Providing an unbiased, objective and thorough approach to both financial planning and wealth management.
- Our Clients - Exclusively focused on affluent individuals and businesses. As a result of their financial success many clients face complex planning problems that require a depth of expertise and sophisticated solutions.
- Results - Summit's strong growth has been because of the trust and confidence we've earned based on results we've achieved for clients.
- Organization and Culture - Privately owned and independent, with an in-house multi-disciplined team. We are singularly focused on helping our clients achieve their goals.
Please take a moment to read a message from our Chairman Steven Weinman, and to view an informative video about how Summit's comprehensive, experienced and personalized approach to Financial Planning and Investing for high net worth clients will help you achieve your financial goals.
Welcome Message from Summit's Chairman and Chief Investment Officer, Steven Weinman - What makes Summit Financial the right choice for our high net worth clients...
View a short video of Summit Management - on our comprehensive experienced approach to financial planning and investing for our high net worth clients.