Business Hours
M-F 9am-5pm, Sa-Su Closed
Services
Wealth Management, Financial Planning
Year Established
1982
Summit Wealth Partners LLC Verified by Yext
Listed In: Financial Planning, Investment Services
We are an Independent Registered Investment Advisory Firm comprised of an integrated team of financial experts. Through comprehensive financial planning we help individuals and families manage their full financial picture. Our firm has helped individuals and families manage their full financial… We are an Independent Registered Investment Advisory Firm comprised of an integrated team of financial experts. Through comprehensive financial planning we help individuals and families manage their full financial picture. Our firm has helped individuals and families manage their full financial picture for nearly 40 years. What we offer is not much different than what other financial advisors might be selling: Comprehensive Financial Planning, Investment advice, Asset Management, Insurance Planning, Tax Planning, Estate Planning, Business Solutions Planning, and so on. However, what you may find to be unique – is why we do it. Our team comes in every day and works diligently on your behalf because we have the tools and processes in place to give you and your family a sense of security, by way of financial planning. Read more
Summit Wealth Partners LLC
2959 Lucerne Dr SE, Suite 120A, Grand Rapids, MI
2959 Lucerne Dr SE, Suite 120A, Grand Rapids, MI
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