Company Overview
- Headquarters
- 3075 Townsgate Road, Suite 180, Thousand Oaks CA
- Website
- thewiseinvestor.net
- Employees
- 1
- Founded in
- 1985
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Summit Financial Consultants
Summit Financial Consultants is an independent, fee-based wealth management firm based in Westlake Village, California. The firm is a boutique operation with one employee and generates revenue exceeding $10,000. Summit Financial Consultants specializes in helping clients achieve financial independence and a "Work-Optional Lifestyle." They work with individuals who desire the freedom to stop working without sacrificing their desired living standards. The firm takes a personalized approach, focusing on understanding each client's individual aspirations, hopes for their loved ones, and vision for the future before developing a tailored financial plan. Summit Financial Consultants distinguishes itself by simplifying complex financial strategies, fostering client confidence in their decisions, and providing clear direction to help clients reach their financial goals. They emphasize collaboration and a thorough understanding of each client's unique circumstances. For more information about Summit Financial Consultants and their services, please visit their website at thewiseinvestor.net.
Summit Financial Consultants Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |