First Summit Wealth Management Employee Directory

First Summit Wealth Management is a full-service financial practice that specializes in providing customized, goals-based investment guidance for high-net-worth individuals, business owners, and their families. The firm emphasizes a personalized approach to financial planning, recognizing that each client's situation and investment objectives are u... nique. As fiduciary financial advisors, they maintain a high standard of client care and engage in advisory relationships without any obligation to recommend specific products or services. Their fee structure is based on assets in the account and includes various advisory services, with a minimum fee assessed quarterly.Read More