Summit Equities, Inc. (“Summit”), is a registered investment adviser based in Parsippany, New Jersey.  The Summit website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services (collectively referred to as “advisory services”).  Individualized advice is provided pursuant to written agreements with Summit’s clients.  Summit does not offer brokerage or securities, although Wealth Managers associated with Summit offer brokerage products through Purshe Kaplan Sterling Investments, an unaffiliated broker-dealer.

Although several Summit representatives are admitted attorneys and/or CPAs, they act exclusively in a non-representative capacity. Neither they or Summit provide tax or legal advice.  Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.  Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purposes of avoiding U.S. federal, state or local taxes.

Investing in capital markets involves substantial risk and you could lose money.  Individual investments, investment services, or strategies may not be suitable or appropriate for every client or every situation.  While past performance may be analyzed, past performance should not be considered indicative of future performance.  You should be aware that investments can fluctuate in price, value and/or income.

Investment advisory and financial planning services offered through Summit Equities, Inc., an SEC Registered Investment Adviser.


 Social Media Privacy Disclosure & Governance for Customers

Summit is not affiliated with Twitter, YouTube, Facebook or LinkedIn and has no control over how it uses the information you share. Summit does not endorse and is not responsible for advertisements, recommendations, opinions, products or other material found on social media sites. If you participate on these social media sites, be familiar with their privacy and security policies, know how settings work, and be aware of how user information can be displayed and used. Never communicate any personal or account information using social media sites. For information about how Summit and its affiliates may use information you provide, please see our Privacy Policy on Summitfinancial.com. Summit and its Wealth Managers do not solicit testimonials or endorsements on their social media feeds. Communications via Twitter or other social media sites do not constitute an offer to sell nor a solicitation of an offer to buy any investment product or participate in any trading strategy. Sale of investment products in any state in which such offer, solicitation or sale would be unlawful prior to such registration or qualification under the securities or insurance laws of any such state is not permitted. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results.