The Private Client Group

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Our Focus

The Private Client Group at Summit Financial, LLC has a long history of helping successful individuals and families achieve and maintain financial peace of mind.  For the past 25 years, we have developed an expertise by being a tremendous resource to some of the best and brightest on Wall Street.  Simply put, we’ve become the financial advisors to the financial experts.

Our focus for the next chapter of our advanced planning is to be a similar resource to financially successful families going through Situations of Financial Transition (S.O.F.T.)™ in addition to being leaders in Wealth Management expertise for those in the investment banking, hedge fund and venture capital communities.

  • What We’ve Built
  • Professional Resources
  • Our Focus: Situations of Financial Transition (S.O.F.T.)™
    • Families Selling Businesses
    • Widowed Families
    • Retiring Executives

Corporate Headquarters

4 Campus Drive
Parsippany, NJ 07054
(973) 285-3637
concierge@thepcg.com
FINRA’s BrokerCheck

Disclosure – Form CRS
Investment Advisory Brochure
Wrap Fee Program Brochure     Privacy Notice    BCP

Investment advisory and financial planning services offered through Summit Financial, LLC, doing business as The Private Client Group Wealth Management, LLC, an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC, are not affiliated companies. Investments through PKS or Summit Financial, LLC are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, and not insured by any state or federal agency.