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Inside the Minds of Wealthy Women

Women investors will represent the largest percentage of investors in the next few decades.

The white paper, Inside the Minds of Wealthy Women, examines the key characteristics of affluent women and their financial decision-making—including the demographics that work with an advisor—and what advisors need to know to attract and retain them.


Partnering with the highest-rated independent boutique firm* comes with many advantages. Summit’s transformational advice-centric experience doesn’t just make it easier for you to find personalized solutions for your clients—it allows us to find personalized solutions for you.

*Summit was the Highest Rated Independent Broker-Dealer among firms with under 1,000 advisors on WealthManagement.com's 2016 IBD Report Card. Our award-winning transition process received top honors in the transition support category at the 2016 WealthManagement.com Industry Awards, and is your introduction to our culture of the highest standard in service. Here, you’ll have the support, services, products and technology you need to build a successful business. We understand that servicing your clients is the most important thing to you, and servicing you, as our client, is the most important thing to us.