Welcome Message from our Chairman
At Summit our mission is to help our clients secure their future by achieving their financial goals.
When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives.
However, sometimes providing a solution isn't enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you'll need to make sure your Financial Plan stays focused on your goals.
For nearly three decades we've had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
Our clients have chosen to work with us because:
- Summit Financial Resources' team truly understands the complex financial needs of affluent, successful people.
- Our excellent resources and capabilities are all in-house to best serve you.
- We are independent, objective, unbiased and personal in our approach.
- As a result of our experience, resources and independence we deliver outstanding results for clients.
Our growth during the past three decades has been the result of our clients' appreciation for the unique work we do, and their confidence and trust - a confidence that has spurred referrals to others whom they felt could benefit from our services.
Please take a few moments to explore our web site and to learn why comprehensive financial planning can deliver outstanding results for you and your family. We hope to have the opportunity to help you achieve your personal financial goals.
Chairman, Chief Investment Officer
Steven Weinman, CPA, MBA, APC
Chairman of the Board & Chief Investment Officer