• It's About Your Goals

    We’ll help manage the complexities of your wealth so you can manage the life you want.

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  • Clients Like You

    Our family approach is unique. We include your children and grandchildren as part of our relationship.

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  • Clutter Free Wealth

    "At last, a common sense, highly pragmatic guide to cleaning up the mess..."

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Our Goal-Oriented Approach Simplifies Wealth

Whether you want to sustain a lifestyle, plan for a legacy or make a change, we take the time to listen and learn about what’s important to you.  With over 20 years of experience and recognition in the investment management industry, we can help you reach your goals with confidence and comfort.


Independent Advice Matters

Why does it matter if your advisor is independent?


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An Experienced Team

Liz and the wealth management team bring more than 20 years’ of advising experience, not sales.


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2016 Top RIA Ranking

We are proud to have been recognized among the nation’s top wealth managers.


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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 200
Summit, NJ 07901

Ph. 908.517.5880