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.