A complete list of active advisors currently associated with Summit Wealth Strategies Group, LLC
Warmer can help you find a great advisor at Summit Wealth Strategies Group, LLC or one who fits your needs even better.
Summit Wealth Strategies Group is a fee-only registered investment adviser that provides investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm also offers non-investment business consulting to companies and accepts corporate clients and retirement plans, including pension and profit-sharing arrangements. The firm delivers individualized, ongoing portfolio management built around a client data‑gathering process and, where appropriate, an investment policy statement; its approach emphasizes long‑term asset allocation and diversification using mutual funds, ETFs, individual equities and fixed‑income securities, informed by fundamental analysis and periodic rebalancing. Clients receive regular monitoring and reviews and may engage the firm on hourly or project bases for financial planning and consultation in addition to discretionary management implemented through independent custodians. What is distinctive relative to many independent advisers is the firm’s acceptance and management of corporate and institutional plan assets—its ADV reports more than $60.4 million in assets across 142 discretionary accounts and acknowledges ERISA fiduciary duties with the ability to act in an ERISA investment‑manager capacity. The firm’s practice is also characterized by a fee‑only compensation model combined with a modest allocation of time to non-investment business consulting for companies, which can broaden the scope of services available to business clients.
To learn more about the advisors currently working at Summit Wealth Strategies Group, 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 |
|---|---|---|
Brighton, MI
| 16
|
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