David Routh
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5905 Granite Lake Dr Ste 110, Granite Ba...Phone Number
(916) 789-8544Website
www.drsummitwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About David Routh
D R Summit Wealth Management Inc. is a multi-generational, independent, fee-based fiduciary financial planning firm founded by Dave Routh, with over 30 years of experience in wealth management. The firm specializes in comprehensive financial planning, investment management, and retirement strategies, catering primarily to clients with financial assets over $500,000. They focus on building long-term relationships and providing tailored financial solutions that align with clients' goals, while managing all investment portfolios in-house. Their services also extend to business owners and their employees, ensuring objective advice and diversified financial resources.Explore more
David Routh Org Chart
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D R Summit Wealth Management Inc. is a multi-generational, independent, fee-based fiduciary financial planning firm founded by Dave Routh, with over 30 years of experience in wealth management. The firm specializes in comprehensive financial planning, investment management, and retirement strategies, catering primarily to clients with financial ass... Read More
