Sitting at the advisory table allows The Summa Group to connect the dots for clients and bring peace, clarity, and transparency to the process. The Summa Group serves not only generations of affluent families, we also will coordinate with business managers, CPAs, attorneys and trustees who act as fiduciaries for their clients.
For the Summa Group, planning starts with a deep appreciation and understanding of the many tangible and intangible factors that can impact the balance sheet of a family’s estate.
For the Summa Group, planning starts with a deep appreciation and understanding of the many tangible and intangible factors that can impact the balance sheet of a family’s estate.
We believe that preserving what a family has amassed is the primary concern. We only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. We also regularly assess the risks that may impact the sustainability of the goals and desired financial outcomes of the family.
We believe that preserving what a family has amassed is the primary concern. We only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. We also regularly assess the risks that may impact the sustainability of the goals and desired financial outcomes of the family.
Financial success today requires complex problem solving to manage the risks that can be directly seen, and those that cannot. We regularly evaluate and develop strategies for specific risk areas including:
Financial success today requires complex problem solving to manage the risks that can be directly seen, and those that cannot. We regularly evaluate and develop strategies for specific risk areas including:
