Find a Personalized Path to Achieve Your Financial Success
You deserve the confidence that comes from working with a trusted financial advisor.
And you are.
As a top-ranked firm, we understand that your advisor's highest priority is helping you meet your financial goals. Our priority is to deliver everything he or she needs to do it. So our philosophy is quite simple—we treat your advisor like our client, and differentiate ourselves with service. Whatever your advisor needs, Summit has a solution.
Use the following links to access your account statements along with consolidated portfolio and market data.
Our Core Values
We act ethically and fairly, with our partners and their clients' best interests in mind.
We unite to achieve success through openness, honesty, support and trust.
We welcome change and adapt with ingenuity, flexibility and resourcefulness.
*Account(s) carried by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.