Clients

Find a Personalized Path to Achieve Your Financial Success

You deserve the confidence that comes from working with a trusted financial advisor.
And you are.

Our Core Values

Integrity

We act ethically and fairly, with our partners and their clients' best interests in mind.

Teamwork

We unite to achieve success through openness, honesty, support and trust.

Innovation

We welcome change and adapt with ingenuity, flexibility and resourcefulness.

Investor Information and Disclosures

Summit ADV
Part 2A

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Summit Privacy Statement

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Business Continuity Plan

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Client Account Agreement

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Legal

Disclaimer

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Customer ID Program

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Revenue Sharing Disclosure

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Retirement Partners

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Strategic

Partners

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SEC Order Execution and Routing Disclosure

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Fee Schedule - First Clearing*

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Pershing Fee Schedule

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ADV Part 2A, Appendix 1: Wrap Fee Program Brochure

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*Account(s) carried by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.