Summit Wealth Management, Inc.

www.summitwmi.com

Summit 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.

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Summit 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.

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Country

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State

New York

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City (Headquarters)

Jamestown

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Employees

11-50

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Founded

1996

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Investment Analyst

    Email ****** @****.com
    Phone (***) ****-****
  • Concierge Client

    Email ****** @****.com
    Phone (***) ****-****

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