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.