Summit Private Wealth Information

Brief: We are a highly disciplined wealth management firm committed to providing tailored financial solutions to high net worth clients. At Summit Private Wealth we see things from a different perspective, and we guide you to new heights. History: Summit Private Wealth is a leading multi-family office built on a vision of providing innovative financial solutions, premier advisory services and a commitment to filling a void in the financial planning industry. Collectively, we bring over 95 years of experience from a wealth of diverse backgrounds ranging from Engineering to Finance. As such we bring a structured and disciplined process to wealth management. Vision: Summit’s vision is to be the most professional family and business advisory practice in the world. Our primary commitment will be financial stewardship towards our clients and their families, and as their confidant, bring unparalleled leadership in providing tailored wealth management services to high net worth individuals. Mission: Summit’s mission is to help our clients and their families attain financial peace of mind. We accomplish this by providing quality care and support especially in periods of uncertainty, adding value by planning with a team of professional experts, and by implementing simple and sensible strategies to help them reach their financial goals.