The Private Client Group

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Insights

The Private Client Group, LLC at Summit Financial, LLC has been the acclaimed investment leader at the firm for over almost 20 consecutive years! Our organization prides itself on its objectivity, creativity and drive to assist our clients in achieving their goals and objectives for their families. As a result, the thought leadership emanating from The Private Client Group, LLC continues to impact not just the firm, but the industry as a whole through The Groups participation in various industry-leading think tank organizations.
  • Economic & Market Insights
  • Behavioral & Financial Insights
  • Recognition & Awards

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.