The Private Client Group

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Recognition & Awards

The Private Client Group has been recognized as an investment leader repeatedly for 20 years now – a feat never duplicated in Summit Financial’s history!

The thought leadership emanating from The Private Client Group continues to impact not just the firm, but the industry as a whole though the group’s participation in various industry-leading think tank organizations.

investmentleader

20 Consecutive Years (2001 – present)

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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.