About
Summit Global Private Wealth is the Advisor arm of Summit Global Investments, LLC, an SEC-registered investment advisor founded in 2010.
Summit Global Private Wealth’s focus is on providing solutions to investors through financial planning—that meets financial goals. We are dedicated to enhanced risk management strategies for each category of investors. Our Financial Advisors provide investors access to Summit Global Investments’ public and private funds, custom strategies, and strategies offered through other asset managers such as Blackstone, Fidelity, Schwab, etc. Summit Global Private Wealth Financial Advisors offer a unique approach to risk management strategies.
