115 Perimeter Center Place, N.E.
Suite 150
Atlanta, GA 30346
Summit Wealth Management
Summit Wealth Management is a Fee Only, Registered Investment Advisor, with locations nationwide.
We are committed to establishing trust, respect, and a lasting partnership with you. Our employees are highly qualified and strive to deliver the finest personalized wealth advisory services available.
Comprehensive Wealth Advisory Services
Summit provides asset management advice and comprehensive financial planning. Our services include investment selection, portfolio construction, retirement planning, tax and estate planning, balance sheet management and insurance reviews. These services help provide a framework to support the plans and strategies needed to achieve your personal and financial goals. Personalized reports will consolidate your investments, allowing you to reduce the time spent on your investments.
We serve clients of significant wealth who find that managing their finances has become increasingly complex and desire the guidance and services of a comprehensive wealth advisory firm.
Our Business Philosophy
Summit Wealth Management is dedicated to helping individuals realize their financial goals and attain financial security by providing objective, professional financial advisory and investment management services.
To this end, we base our services on these three Fundamental Principles:
1) Technical Competence - We employ the highest degree of technical competence achieved through formal educational programs at accredited universities supplemented by specialized training in the financial services industry. In addition we satisfy or exceed the practice standards of regulatory and professional bodies for ongoing continuing education.
2) Personalized Service - We create customized solutions based upon each client's individual goals, objectives, and circumstances. Our financial plans, financial advice, and investment portfolios will be specific to your situation. Most importantly, we will communicate with you throughout the entire process.
3) Fair Dealing - We charge for our services on a Fee-Only basis thereby retaining independence of judgment and reducing potential conflicts of interest. We do not sell any investments or insurance products, and do not receive commissions for the securities that are recommended. Additionally, we acknowledge a fiduciary responsibility to you, the client, and as such, we pledge to place your needs first in all that we do.
Our Services
Summit Wealth Management, Inc. offers:
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Wealth Management
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Asset Management & Investment Advisory -
Financial Planning
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Income Tax Review & Compliance
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Estate & Trust Planning
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Risk Management & Insurance Review
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Charitable & Philanthropy Planning
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401K & Pension Consulting
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Expense Management & Financial Reporting
Summit will provide you with an outstanding suite of personal and online services including:
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A personal financial planner, who will work closely with you to address your particular needs.
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An investment manager, who will help select securities and monitor your investments.
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Detailed quarterly reports that will track your performance, analyze your holdings and review your consolidated financial position across all institutions, accounts, and investments.
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Investment opportunities available only to Summit clients.
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The ability to check your investments online daily.
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A firm that keeps abreast of the latest news, information and commentary relevant to the affluent individual.
Our Experienced Team
Summit Wealth Management is a national firm with an experienced team of attorneys, certified financial planners, certified public accounts and investment managers. Each local office is staffed with highly qualified professionals who meet with you and take the time to get to know and understand the financial issues that concern you. We will work with you to develop the best strategies and tactics for your particular needs and concerns.
ATLANTA
Angelo Alleca
Principal, Chief Operating Officer
Chief Compliance Officer
Scarlott L. Cagle, CFP®, MS-PFP
NAPFA-Registered Financial Advisor and Portfolio Manager
Wendy Liverant, CFP®, MBA
Senior Financial Planner
Martin M. Lysaght
Investment Manager
Rebecca Phillips, CFP®
Portfolio Manager
David Sammons, CPA
Portfolio Manager/Tax Advisor
Debbie Boyce
Client Service Representative
Katheryn Crane
Office Administrator
Summit Wealth Management, Inc has offices in Atlanta GA, Beverly Hills CA, Naples FL, Orlando FL, Chicago IL, San Antonio TX & Alexandria VA.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
We look forward to your inquiry.
Thank you!
Please be aware that Summit Wealth Management, Inc has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
