Why Summit Place Financial
Success should bring you comfort, but we know that whether your wealth has been built over time or is recent, it also brings complexity. We specialize in clients just like you, those with $5-$25M. Our years of experience allow us to partner with you, building true relationships with a select group of clients and offering personalized and opportunistic solutions to your investment and planning goals.
How Can We Help?
What We Do
Our clients often face intricate investment, tax, and estate planning challenges that other advisors may overlook, missing opportunities for growth, tax savings, and well-planned transfers of wealth. We take a 360-degree approach to managing your investments and wealth. By providing anticipatory, strategic wealth management, we help you navigate life’s financial complexities with confidence, allowing you to focus on what truly matters most.
At Summit Place Financial, your success is not just our goal—it’s our purpose. We listen and build genuine relationships with you and your family to offer a personalized, comprehensive approach, starting with your unique goals and aspirations —not products. Led by Liz Miller, CFP® and CFA®, our team combines years of experience with advanced certifications to identify and analyze solutions and opportunities that may be right for you. We simplify complex financial needs, coordinate seamlessly with your other advisors, and work with all the members of your family to build comfort, security, and a lasting legacy for your family’s well-being.
*Footnote: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Awards and Accolades
Committed to building lasting relationships to help your family now and for the generations to come.
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Summit Place is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Summit Place did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Summit Place by any of its clients.
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