CLIENTS
YOU DESERVE THE CONFIDENCE THAT COMES
FROM WORKING WITH A TRUSTED FINANCIAL ADVISOR.
ABOUT US
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.
Account Access
Use the following links to access your account statements along with consolidated portfolio and market data.
*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.