Summit Financial Partners
Summit Financial Partners
Glen Allen, VA
Serving Clients Nationwide
Your Trusted Partners in Personalized Wealth Management
0 out of 5 Stars
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Jennifer Luzzatto, CFA, CFP®, AIF®, CeFT®
Michael Sigmon, CFP®, AIF®
Summit Financial Partners
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Summit Financial Partners
Summit Financial Partners has provided trusted financial planning and wealth management services since 1999.What makes Summit Financial Partners different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
We can help you reach your goals!
For over twenty years, Summit Financial Partners has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen.
We proudly serve the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women Professionals
- Young Families
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