A complete list of active advisors currently associated with Summit Wealth Management
Warmer can help you find a great advisor at Summit Wealth Management or one who fits your needs even better.
Summit Wealth Management provides financial planning, ongoing portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while also working with individual and small‑business clients. Its service set includes modular and broad financial plans, periodic educational workshops, and implementation of investment strategies through sub‑advisers when appropriate. The firm manages portfolios on a discretionary basis using a Core+Satellite framework along with active and cash‑management strategies, and it conducts due diligence when recommending or engaging external institutional managers. While portfolio advisory compensation generally follows an asset‑based model, the firm also offers project‑based planning and hourly modular planning and runs complimentary educational seminars. Distinctive for an investment manager of its size, the firm provides pension consulting services such as investment policy statement drafting, manager due diligence, substitution recommendations, and participant education, and it routinely selects other advisers for client mandates. The principal is also a licensed insurance agent who may recommend and sell insurance or annuity products—an arrangement the brochure discloses as a potential conflict of interest.
To learn more about the advisors currently working at Summit Wealth Management, 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 |
|---|---|---|
Berlin, MD
| 8
|
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