Summit View Wealth Mangement

summit view is a financial services firm. our primary goal is providing exemplary guidance to those looking to get a better handle on their financial management. we provide professional, diligent, consistent wealth management and advice for individuals, small/medium sized businesses, foundations, trusts and executives. rather than just being another financial services firm, we strive to be your personal financial consultant, and we work to help you make consistently smart financial decisions within the context of your comprehensive financial plan. securities offered through registered representatives of cambridge investment research, inc., a broker/dealer, member finra/sipc. advisory services offered through cambridge investment research advisors, inc., a registered investment advisor. summit view wealth management, llc and cambridge are not affiliated.