A complete list of active advisors currently associated with Second Summit Wealth Management, LLC
Warmer can help you find a great advisor at Second Summit Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Second Summit Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 20
|
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