↓Skip to Main Content

Client Portal Contact

About
Our People
Our Clients
- Our Specialty: $5-$25M Portfolios
- Getting You There: Accumulating $5M+
Knowledge & Insights
Disclosure Info
FAQs

Retirement Planning

Home » Retirement Planning

Secure 2.0 – Roth IRA & 529 Feature with Kate Feeney, CFPⓇ, CFA

April 9, 2025

...

READ MORE

*PLEASE SEE Important Disclosure Information

Stay Connected

Subscribe for Investment News & Resources

"*" indicates required fields

Instagram

This field is for validation purposes and should be left unchanged.

Email*

Δ

About
Our People
Our Clients
Knowledge & Insights
Disclosure Info
Contact

Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

P: 908.517.5880

© Copyright 2025 Summit Place Financial. All rights reserved. | Disclosure | Form CRS | Form ADV

This site was designed and developed by Paradigm Marketing and Design

Top

About
Our People
Our Clients
- Our Specialty: $5-$25M Portfolios
- Getting You There: Accumulating $5M+
Knowledge & Insights
Disclosure Info
FAQs