Summit Wealth Management, Inc.
www.summitwmi.comSummit Wealth Management, Inc. was formed by Douglas L. Schutte, ChFC and Luke J. Buehler in 1996. Our philosophy and focus is to help our clients develop and preserve the resources needed to lead more complete and fulfilling lives through in-depth evaluation of their financial situation and the implementation of a tailored financial plan. We specialize in Comprehensive Financial Planning and Wealth Management.
Read moreSummit Wealth Management, Inc. was formed by Douglas L. Schutte, ChFC and Luke J. Buehler in 1996. Our philosophy and focus is to help our clients develop and preserve the resources needed to lead more complete and fulfilling lives through in-depth evaluation of their financial situation and the implementation of a tailored financial plan. We specialize in Comprehensive Financial Planning and Wealth Management.
Read moreCountry
State
New York
City (Headquarters)
Jamestown
Employees
11-50
Founded
1996
Estimated Revenue
$1 to $1,000,000
Social
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Financial Advisor
Email ****** @****.comPhone (***) ****-****Registered Associate
Email ****** @****.comPhone (***) ****-****Associate Investment Analyst
Email ****** @****.comPhone (***) ****-****Concierge Client
Email ****** @****.comPhone (***) ****-****
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