# Second Summit Wealth Management

Second Summit Wealth Management is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** secondsummitwealth.com
- **LinkedIn:** https://www.linkedin.com/company/second-summit-partners

## Regulatory record

- **CRD number:** 317984
- **SEC file number:** 801-130298
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317984

## About

Founded by Sabrina Lowell in 2022 and headquartered in San Francisco, Second Summit Wealth Management operates as an independently owned, fee-only advisory firm. Lowell — a Certified Financial Planner and Certified Professional Co-Active Coach — built the practice around clients who have reached a liquidity event, career plateau, or inheritance and are asking what comes next. The firm serves dual-income couples, executive-track women, pre- and post-IPO technology employees, and retirees. The firm delivers financial planning, portfolio management, and tax strategy through a fiduciary lens. It does not accept commissions or third-party payments, a structure intended to eliminate hidden incentives. Second Summit constructs client portfolios by selecting external partners and products, leveraging an outsourced operational and portfolio-management bench through strategic-service partnerships rather than building a large in-house investment staff. The firm’s website emphasizes holistic planning over product distribution, with a stated focus on mapping what it calls a client’s “second summit.” The practice is anchored by Lowell’s individual advisory capacity and a small support team drawn through external partnerships. In 2024, Lowell continued to serve on the CFP Board Center for Financial Planning’s Women’s Initiative council, a role that aligns with the firm’s focus on cultivating female talent in the profession. Prior recognitions include Investment News 40 Under 40 (2014) and the FPA Heart of Financial Planning Award (2015), both earned before Second Summit was formed. Second Summit’s structural differentiator lies in combining fee-only fiduciary independence with a deliberate boutique ceiling. Lowell is the sole named principal and the firm’s brand is inseparable from her personal advisory practice and coaching methodology. There is no current indication of a multi-generational succession plan or a platform strategy to absorb external advisors — the architecture remains built around one operator serving a concentrated client base, a posture that distinguishes it from roll-up RIAs and multi-advisor wealth-management platforms.

## People

- Sabrina Lowell — Founder and CEO

## Questions

### Who runs investment decisions at Second Summit Wealth Management?

Sabrina Lowell, Founder and CEO, leads all investment and planning decisions. The firm operates as a solo-advisor boutique, with Lowell integrating certified financial planning and professional coaching into her advisory process. She draws on external portfolio management and operations partnerships for execution support.

### What is Second Summit’s fee structure?

The firm operates on a fee-only basis, meaning it charges clients directly for advice and management and does not accept commissions or third-party payments. The specific fee schedule — whether assets-under-management based, hourly, retainer, or flat-fee — is not disclosed on the firm’s website.

### Does Second Summit manage assets internally or outsource portfolio management?

Second Summit selects external partners and product offerings for client portfolios rather than running an in-house investment-management team. The firm’s website states it harnesses a deep bench of expertise through strategic partnerships covering client service, operations, and portfolio management.

### How is Second Summit related to the CFP Board Women’s Initiative?

Sabrina Lowell serves as a council member on the CFP Board Center for Financial Planning’s Women’s Initiative (WIN), which focuses on attracting and advancing women in the financial planning profession. This involvement is part of Lowell’s broader public commitment to cultivating female talent but does not represent a formal corporate affiliation with the CFP Board.

## Related profiles

- [SecondQuarter Ventures](https://altss.com/profile/secondquarter-ventures)
- [Secret Chord Ventures](https://altss.com/profile/secret-chord-ventures)

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Last updated: 2026-07-06T01:24:25.220Z

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