• Confidence, Solutions, Experience

    We have had clients tell us they feel like our only customer.

    Read More →
  • Clients Like You

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

    Read More →
  • Clutter Free Wealth

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

    Read More →

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?


Read more


An Experienced Team

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


Read more

2017 Top RIA Ranking

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

Read more


Latest Posts


Summit Place Financial Advisors, LLC

18 Bank Street, Suite 200
Summit, NJ 07901

Ph. 908.517.5880


Receive our insights to your email.

By submitting this form, you are granting: Summit Place Financial, 18 Bank Street, Summit, NJ, 07901, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact.