BB
Senior Financial Advisor & Managing Partner
EL
Financial Advisor
DF
Financial Advisor
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Summit Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
1500 Liberty St SE Ste 250, Salem, Orego...Phone Number
(503) 798-4343Website
www.summitwm.netRevenue
<$5 MillionIndustry
About Summit Wealth Management
Summit Wealth Management LLC, founded in 2014 and headquartered in Salem, Oregon, is a financial services firm operating in the investment banking industry. The company provides wealth management services and financial planning solutions to clients. Summit Wealth Management also offers supplemental workers compensation insurance, partnering with providers like State Farm Insurance to deliver comprehensive financial protection options.Explore more
Summit Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Wealth Management
<$5M
1-10
Private
-
2014
BR
Barbara ReschSenior Financial Advisor & Portfolio Manager, Pim
Summit Wealth Management Tech Stack
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Summit Wealth Management LLC, founded in 2014 and headquartered in Salem, Oregon, is a financial services firm operating in the investment banking industry. The company provides wealth management services and financial planning solutions to clients. Summit Wealth Management also offers supplemental workers compensation insurance, partnering with pr... Read More
