Summit Place Financial Advisors

Summit Place Financial Advisors

Financial Services

Summit, New Jersey 535 followers

We work with a select group of clients whose needs require more attention and expertise than mass market approaches.

About us

Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.

Website
https://www.summitplacefinancial.com/SummitPlace/
Industry
Financial Services
Company size
2-10 employees
Headquarters
Summit, New Jersey
Type
Privately Held
Founded
2008
Specialties
Financial Planning, Wealth Management, Investments, Legacy Planning, Tax Management, Multi-Generational Services, and Philanthropy

Locations

Employees at Summit Place Financial Advisors

Updates

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