First Summit Wealth Management is a full-service financial practice that provides customized, goals-based investment guidance for high-net-worth individuals, business owners and their families.

We understand that every client’s situation and investment objectives are unique and deserve a customized approach to help plan for their financial future.

As financial advisors, we engage in advisory (fee-based) relationships. Our fiduciary duty holds us to a high standard of client care in the financial services industry. We are an objective practice and have no obligation to recommend one product or service over another.

Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.