Summit Financial Advisors, LLC is an SEC-Registered investment adviser and independent wealth management firm based in Petaluma, CA. They offer a comprehensive range of services, including coordinated planning, cash flow modeling, portfolio risk analysis, and tax mitigation strategies, to help clients achieve their financial goals. With a total wealth management approach and personalized investment strategies, Summit Financial Advisors aims to provide sophisticated, automated, and real-time portfolio monitoring for optimal performance.
Through their proprietary investment strategies, Summit Financial Advisors offers clients diversified and low-cost portfolios that leverage the power of global markets. Their structured approach follows a passive investing philosophy, while their tactical models react to short-term market changes. Additionally, their impact strategies integrate environmental, social, and corporate governance criteria to generate long-term financial returns and positive societal impact. With a focus on client experience and a collaborative approach, Summit Financial Advisors strives to be the trusted partner in helping individuals and families navigate their financial journey.
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