Investment Mgmt in Beverly Hills

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Beverly Hills - Investment Mgmt

Specialties: Financial Advisor / Wealth Management

Jon Courtney
Financial Planner - Summit Wealth Management

We serve clients of significant wealth who find that managing their finances has become increasingly complex, and they need a better solution.

(310)652-7200
(310)388-5576 Fax

8644 Wilshire Blvd
Beverly Hills, CA 90211-2983 - MAP

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Profession	Investment Mgmt

Specialty	Financial Advisor / Wealth Management

Group	CC1

Business Name	Summit Wealth Management

Title	Financial Planner

Address	8644 Wilshire Blvd Suite 204 Beverly Hills, CA 90211-2983

Work Phone	(310)652-7200

Fax	(310)388-5576

Web Site	www.summitwealthmanagement.com

Member Since	10/2010

We provide comprehensive wealth management for high net worth individuals and families on a fee basis.

Our core Financial Planning services are Retirement Expense & Savings plans, Insurance Reviews, Estate Planning Strategies & Reviews, Budeting & Expense Management, and Investment Management.

Most of our clients are individuals and families who are either within 10 years of retirement or are currently retired. They have a net worth of between $3 million and $20 million and have a desire to plan for financial security for themselves and their children.

We coordinate our advice with business professionals such as lawyers, accountants, bookkeepers, business managers, and other investment advisors.

We have offices in Atlanta, Chicago, San Antonio, Orlando and Naples Florida.

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Graduate Degrees	MBA in Financial Planning from CA Lutheran University CFP


College Degrees	BA in Economics from USC


Organizations	Financial Planning Association

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