As a local independent firm, with a national presence, Summit partners with various respected resources, investment and financial institutions. Through our broker/dealer of LPL Financial, we offer an integrated platform of exclusive technology, and brokerage services.
As a local independent firm, with a national presence, we offer objective solutions utilizing innovative designs and respected resources to simplify the complexity of each clients individual financial picture.
With methodic diligence, Summit has developed a unique dedicated team to provide clients with comprehensive, personalized, best in class service. Our team approach allows us to deliver innovative strategies and solutions to clients.
LPL Research’s Outlook 2023: Finding the Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there [...]
LPL Research’s Midyear Outlook 2022: Navigating Turbulence is here to provide insight and analysis for the next set of challenges the economy and markets may face. The 2023 Economic Forecasts show a downshift, but likely not a [...]
LPL Research’s Outlook 2022: Passing the Baton is here to provide insight and analysis for the next set of challenges the economy and markets may face. For any investor, making progress toward your financial goals [...]