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.

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.

Welcome Message

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…

 

Read More

The Essence of The Summit Advantage Is In Our:

Approach

Providing an unbiased, objective and thorough approach to both financial planning and wealth management.


Results

Summit’s strong growth has been because of the trust and confidence we’ve earned based on results we’ve achieved for clients.

 

 

 

 

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.