Summit Place Financial Advisors

Financial Services - Summit, NJ, US

Summit Place Financial Advisors Employees

Assunta McLane

Vice President, Wealth Advisor

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Christopher CFA

Associate Portfolio Manager

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Christopher Gula

Portfolio Manager

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Summit Place Financial Advisors Details

Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.

Website: summitplacefinancial.com

Employees: 10 - 19

HQ: 908-517-5880

Location: Summit, NJ, US

Revenue: 1 - 2.5 Million

Financial Planning Wealth Management Investments Legacy Planning Tax Management Multi-Generational Services Philanthropy Financial Services Financial Advisory Services

Summit Place Financial Advisors Technologies

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