Home - Company - Summit Wealth Management

Summit Wealth Management

Address : 6625 Wagner Way, Gig Harbor, Washington 98335, United States

Phone Number : +1(253) 858-2884

Industries : Financial Services, Investment Management

Website : summitplans.com

Company Description

Summit Wealth Management logo

We believe wealth management is more than numbers, charts and hot stock tips. For us, it's about listening and learning about who you are, where you are in your life, and where you want your journey to take you. Then we work together to help you get there and make sure you stay on the right path.We are an award-winning, client-driven wealth management firm with clients spanning the globe. We are a boutique firm, but we have partnered with Commonwealth Financial Network, which means we offer the best of both worlds. We avoid the pitfalls of a complex corporate hierarchy, so we are focused on our clients and their business, instead of our own. And yet we have the resources, expertise and comprehensive range of services of a one hundred billion dollar broker/dealer. We pride ourselves on being professional and are very, very good at what we do. We also love what we do, and we aren't afraid to show it. We are headquartered in Gig Harbor because it is an incredible place to live, and we love being an active and engaged part of our community. Another passion is serving the community we live and work in every day.[Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Summit Wealth Management, 6625 Wagner Way, Suite 320, Gig Harbor, WA 98335, (253) 858-2884. This communication is strictly intended for individuals residing in the states of [fill in the states in which you're registered]. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html]

Specialities

  • Retirement Planning
  • Wealth Management & Retirement Planning
  • Investment Management
  • Wealth Management
  • Financial Services

Financial

Employees Total : 10

Miscellaneous

Linkedin : summit-plans

Email Delivery : SparkPost

Tech : Microsoft Office 365

Hosting : Google Cloud Hosting

CMS : WP Engine

Hosted Forms : Gravity Forms

Fonts : Typekit

Last Updated : 2023-12-04

Employees

Alumni

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