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Alan D
ChFC®, Series 63
Blanco, TX
Summa Wealth Management
Alan Deetjen is the sole advisor at Summa Wealth Management, an independent registered investment adviser based in Blanco, Texas. He holds the ChFC® designation and Series 63 license, with 14 years of experience in financial advisory services. In addition to his work in wealth management since 2014, Deetjen maintains a law practice dating back to 1980 and oversees affiliated businesses involved in insurance sales and due diligence consulting. Summa Wealth Management serves individuals, high-net-worth clients, trusts, estates, and institutional clients by providing financial planning, consulting, and advisory services that begin with a required financial plan. The firm offers non-discretionary advice and primarily acts as a solicitor to third-party registered investment advisers, utilizing multi-strategy investment models and a process guided by investment policy statements.
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