Founded in 2008, Summit Private Wealth, LLC is a U.S. Securities and Exchange Commission (SEC) registered investment advisory firm. The company's mission is to offer independent, fiduciary-level financial guidance to help successful individuals and families simplify their financial lives. They focus on creating customized wealth management strategies that encompass financial planning, investment management, and legacy planning, operating under a fee-only model to align their interests with those of their clients.

Founded in

Canada