Summit Place Financial Advisors

Summit Place Financial Advisors, LLC is an SEC registered wealth management firm providing unbiased and personalized solutions to individuals and families that have outgrown mass market approaches. We work with clients that have achieved significant professional success, sold a business, or recently inherited. We help them wade through the many financial issues they face today and develop a personalized disciplined investment strategy to achieve their goals. We advise them on all aspects of their financial needs and connect them with other trusted professional to assure a complete, expert approach to their wealth management needs.