Summit Asset Management, Inc. is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). Established in 1982, the firm specializes in providing customized portfolio management and financial planning services for high-net-worth individuals, families, trusts, and institutions. Their mission is to deliver disciplined, long-term investment strategies tailored to each client's unique financial goals and risk tolerance, operating with a commitment to fiduciary responsibility and transparency.

Founded in

United States