Summit Wealth Advocates, Llc
Summit Wealth Advocates is a fee-only personal financial advisory firm designed to provide investment management, advanced planning and resource management for families, with objective and comprehensive financial planning counsel. We have over 20 years of combined experience in working with familes with both simple and complex financial needs.
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Verified contacts
3
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
25
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JG
Jon Govin
Vice-president Wealth Management - CIO · Finance & Accounting
EmailPhone - MW
Matt Wright
Chief Investment Officer · Finance & Accounting
EmailPhone
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Top roles at Summit Wealth Advocates, Llc
3 distinct titles indexed · top 3 shown.
- 1bookkeeper
- 1chief investment officer
- 1vice-president wealth management - cio
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