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Summit Wealth Partners, LLC Overview
Type
Family Office - Multi
Year Founded
1983
General Information
Summit Wealth Partners, LLC is a multi-family office headquartered in Orlando. Founded in 1983, the firm grew out of an independent registered investment advisory practice, with wealth originating from partners’ long-standing fee-based portfolio management, financial planning, and tax strategy services for high-net-worth families across the United States—delivers fiduciary planning and discretionary, goals-based investment management solutions.
Contact Information
Website:
Website:
http://www.mysummitwealth.com
Year Founded:
1983
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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