Second Summit Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Second Summit Wealth Management, LLC is an independent registered investment adviser that provides discretionary wealth management, financial planning, and consulting primarily to individuals, trusts and estates, and reports managing about $149.7 million across 38 client relationships. The firm offers both discretionary portfolio management and limited non‑discretionary advice and can incorporate held‑away assets such as annuities and employer‑sponsored retirement plan investments into composite reporting.
SSWM constructs model portfolios using ETFs, mutual funds, REITs and alternative investments, employing Modern Portfolio Theory and fundamental analysis while systematically pursuing tax‑loss harvesting as a source of “Tax Alpha.” The firm primarily allocates client assets to Independent Managers and operates under a joint services agreement with Fort Point Capital Partners, which provides portfolio construction, rebalancing, tax‑loss harvesting and operational services while SSWM focuses on suitability, planning and manager selection.
The brochure notes the firm’s use of third‑party reporting tools and the firm also advertises third‑party ratings in its public materials, a practice that is uncommon among similar solo independent advisers. SSWM’s combination of a single‑advisor structure with a formal TAMP/joint‑services arrangement and a principal who holds a Certified Professional Co‑Active Coach (CPCC) credential distinguishes its blend of outsourced investment operations, institutional‑capable service delivery, and integration of behavioral coaching.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.90% $10,000,001 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.40% $100,000,001+: Negotiable
Account minimum: $15,000 minimum annual fee Minimum fee: Minimum annual fee of $15,000 Fee-only: Fee based on assets under management; no commissions accepted.
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Second Summit Wealth Management · Second Summit Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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