A complete list of active advisors currently associated with Summit Hill Wealth Management, LLC

Warmer can help you find a great advisor at Summit Hill Wealth Management, LLC or one who fits your needs even better.

Summit Hill Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high‑net‑worth households, charitable organizations, foundations and state or municipal government entities. The firm also offers ERISA plan services and can act as either a limited‑scope 3(21) advisor or a full discretionary 3(38) investment manager for retirement plans, and it may engage sub‑advisors to manage portions of client assets. The firm’s investment process blends indexing, fundamental and technical analysis, and portfolio construction grounded in modern portfolio theory and long‑term trading, while also integrating liquid alternative strategies and other alternative investments when appropriate. Summit Hill builds customized allocations to align with client goals and risk tolerance, manages accounts on a discretionary basis, and conducts periodic account reviews at least quarterly. What distinguishes Summit Hill is its mix of clients and plan services: serving state and municipal government entities and providing both 3(21) and 3(38) ERISA fiduciary roles is uncommon for firms of this size. The firm manages roughly $145.7 million for a relatively small client base, uses sub‑advisor arrangements and third‑party standing transfer authorizations in its operating model, and offers tailored consulting in addition to traditional portfolio management.

To learn more about the advisors currently working at Summit Hill 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.