Combining Personalized Service with Comprehensive Solutions
The unique challenges high net worth individuals and families face require sophisticated solutions. Failing to approach every aspect of your financial well-being can lead to poor planning and costly cracks in coverage.
That’s why we stand by the comprehensive services Summit Financial, LLC has been offering for almost 40 years.
Summit Financial, LLC, established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
Team-Approach Financial Planning
Staffed with over 200 people, Summit Financial strategizes every clients’ financial plan from a team approach. And as a part of Summit Financial, Armstrong Advisors has access to a variety of experts including portfolio strategists, insurance benefits consultants, tax specialists and more. These professionals are prepared to coordinate, strategize and present solutions for handling your most complex financial issues.
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