When it comes to financial matters, it’s easy to see where you want to go. It’s harder to figure out who can help you get there. We start with your goals rather than with products, providing financial well-being at the most personal level.
What We Do
Our clients come to us with complicated investment, tax and estate planning needs that are not always fully understood by many financial advisors. As a result, they’ve often missed a chance at future growth, smooth transfers of wealth and opportunities to minimize expenses. We partner with you, as we do with all of our clients, to guide you on a path of building and managing wealth for your security and comfort and for the safeguarding of your family’s future.
With over 35 years of combined experience across our team of advisors, we are able to offer a tailored approach to helping you achieve your financial goals. By working seamlessly with you and your team of other professional advisors, we offer informed strategies that can grow your portfolio and save money for future generations to come.
Top 100 Magazine’s A-List
May 6, 2021We’re proud to announce that Assunta McLane has been selected as a part of the A-List for Top One Hundred Magazine. This is a huge honor to be recognized as one of the Top 100 people in finance. Her dedication, expertise, and reliability make her a great asset to Summit Place Financial advisors and to her clients. Congratulations Susie! Click here for the profile that appeared the Top 100 Magazine. Award Disclosure For those selections who are financial advisors or wealth managers, certain additional criteria must be met. They include: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Those selected for the magazine may purchase additional profile ad space or promotional products. Their selection is not indicative of the wealth manager’s future performance or an endorsement by this publication. Working with a Top 100 Magazine advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.