What makes Summit Capital Advisors different from other financial advisory or brokerage firms?
Summit is different from other financial advisory and brokerage firms in a number of ways. First, Summit provides advice on all aspects of a client’s finances while at the same time, assisting them with the implementation of their recommendations. Summit’s service initiatives are designed to be unparalleled. No detail of a client’s finances is overlooked. Reviews of employment contracts, real estate leases, wills, trust agreements, stock option agreements, auto insurance, non-qualified deferred compensation agreements, private investments, hedge funds, buy-sell agreements, retirement plan documents, business tax returns, U.S. savings bonds are routine at Summit. Interaction with the clients other advisors, such as actuaries, accountants, attorneys, bankers, insurance agents, and employee benefits specialists to ensure that everyone is working on behalf of the client is an everyday occurrence. Brokerage firms don’t supply this type of service while other financial advisory firms only of
