Founded in 2022 and based in Zug, Switzerland, Summit Wealth AG is a partner-managed, independent asset management firm. The company focuses on providing holistic and customized wealth management solutions, including asset management, investment advisory, and financial planning services. Its mission is to ensure the long-term preservation and growth of its clients' assets through a transparent, disciplined, and entrepreneurial approach. The firm is a member of the AOOS, a Self-Regulatory Organisation (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

Switzerland