Client Profiles

We take the time to understand your specific circumstances

Because success means different things to different people, we offer a personalized partnership to managing wealth. We understand that different paths to financial success lead to different concerns and priorities for our clients. We work closely with each client to develop a comprehensive plan best suited to your needs to help you achieve financial security.

Corporate Executives

Your income keeps increasing and so does the complexity of your salary, bonus, and other deferred assets. Do have the knowledge to fully review and track these plans?

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Multi-generational Families

You’ve worked hard for your success and now you want to enjoy your lifestyle and plan a legacy. How do you share your success and still pass on sound values and financial goals?

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Successful Entrepreneurs

Running a successful business can be all encompassing. Is it impossible to find the time to regularly review your investments and plan for a future transition?

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Recent Inheritors

You may have been long aware of your family’s wealth but suddenly it has become your responsibility to invest it. Is it time for a partner to help guide you through the decisions?

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880


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