Summa Wealth Management provides financial planning and consulting services. They help clients develop plans to build and protect their wealth. Summa does not currently manage assets directly but refers clients to third-party money managers. They offer financial planning, consulting, and may recommend insurance products. All clients must start with a financial plan.
Assets Under ManagementN/A
Clients4
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Summa Wealth Management does not directly manage investments for clients. Instead, they provide consulting services and may recommend third-party money managers. The client contracts directly with the third-party money manager. Summa may receive a referral fee from the money manager.
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