Summit Wealth Advisory Group Inc
Pension & Benefits Consulting We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges. Insurance Services We structure insurance efficiently to ensure the preservation of wealth and effective succession of businesses and other assets. Financial & Estate Planning Our comprehensive approach to financial and estate plans brings clarity to the client and confidence to the other professionals working in an advisory capacity.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KS
Kamila Santos
Client Relationship Manager · Customer/Client Service
EmailPhone - AP
Andrew Pilla
Associate · Finance & Accounting
EmailPhone - BW
Bonnie Woo
Insurance Advisor · Sales & Business Development
EmailPhone - HD
Havilland Day
Associate · Finance & Accounting
EmailPhone - LD
Luis Domingos
Executive Assistant · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Summit Wealth Advisory Group Inc
5 distinct titles indexed · top 5 shown.
- 2associate
- 1client relationship manager
- 1executive assistant
- 1financial analyst
- 1insurance advisor
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