Educated. Understood. Prepared.

Getting there starts with a Complimentary Financial Consultation.
Want to take the first step toward feeling more confident about your financial future? Schedule a complimentary initial consultation with an Summit Capital Management Advisor.

What can you expect from your free consultation?

An Advisor Who Understands Your Personal Goals
For our advisors, job one is always to listen. At Summit Capital Management, your goals are important to us, and we want you to feel confident about achieving them.

Options and Advice Tailored to Your Needs
We understand that every client has different needs. That's why we're trained in a wide variety of subjects, like retirement, investing, college tuition planning, and tax reduction.

An Experienced Partner
Summit Capital Management has over 10 years experience and hundreds of clients. So you can rest easy knowing that the advice you receive comes from a proven, trusted source.

No Obligation
This is a complimentary consultation. There is no cost to you, just sound financial advice from the professionals at Summit Capital Management.

Feeling confident about your finances begins with that first step. And now is the perfect time to take it. Sign Up Today!

 

Banking Services

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*As a part of the nationwide division of EverBank, your WorldCurrency deposits are FDIC-insured. The FDIC insurance only insures against losses related to bank insolvency—it does not cover any risk associated with changing currency prices. As with all investments, investors can lose money, including principal. Deposits held at the nationwide division of EverBank are added together with deposits held at other EverBank divisions for the purposes of the $100,000 limit on FDIC insurance coverage.

**The FreeNet Checking Account offers optional Web Bill Paying. It is FREE when you maintain the minimum average daily balance for the month of at least $1,500. Otherwise a $4.95 monthly fee is assessed for accounts with Web Bill Paying.

registered rep offering services through american portfolios financial services, inc. member finra, sipc. advisory services through american portfolios advisors, inc.

Securities and/or Insurance related services may not be provided to individuals residing in any state not listed. We are registered to sell Securities in the following states: AZ, CA, CO, FL, GA, IN, IA, MI, NV, OR, PA, VA, WA, WI.