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Overview
In The News
Executives & Employees
Paths
Non-Profit Donations & Grants
Awards & Honors

Summit Wealth Management, Inc.

Overview

Date Founded
1987
Headquarters
115 Perimeter Center Place Northeast, Suite 150, Atlanta, GA 30346-1284
Employees (Worldwide)
17
Industries
Investment Services & Portfolio Management
Company Description
Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing.

In The News See More

Law360
August 18, 2017
Legal Monitor Worldwide
May 28, 2016
Law360
January 25, 2016
Australian Financial Review
May 4, 2015
Australian Financial Review
April 22, 2015
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Executives & Employees See More


Chief Executive Officer & Managing Director

President & Chief Compliance Officer

Chief Investment Officer

Portfolio Manager

Portfolio Manager

Portfolio Associate
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Paths to Summit Wealth Management, Inc.

Summit Wealth Management, Inc.
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Summit Wealth Management, Inc.
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Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2013
Children's Home Society of Florida, Inc. provides support services for children and families. It offers adoption, fostering, dependency case management, community schools, residential group care, family visitation, community outreach, and counseling services. The company was founded on November 17, 1902 and is headquartered in Winter Park, FL.

Awards & Honors

Rank #41
2012
Financial Planning Magazine - Fastest Growing RIAs
Rank #125
2010
Financial Advisor Magazine - Top RIA Survey

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