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About Summit Financial, LLC
Summit Financial, LLC, founded in 1982, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.Our approach to strategic and coordinated financial planning for wealthier clients consists of assembling a team of highly qualified professionals responsible for needs analysis, developing, presenting and implementing a program tailored for a client’s long term objectives. We draw on the resources of our in-house, multi-disciplined professional staff made up of CPAs, tax attorneys, CFP® Professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff.
