About

Summit Capital Management focuses on comprehensive financial planning and investment management to business owners, medical professionals, professional athletes, executives, retirees and pre-retirees with complex needs. We maintain long-term relationships and create an environment of mutual trust, respect, and integrity with our clients.

We focus on understanding our clients’ goals and concerns prior to developing tailored strategies and roadmaps for pursuing their goals. Our advanced portfolio optimization process and extensive network of professionals are used to develop strategies that help advance our clients toward their goals. The end results are customized, integrated strategies that seek to grow clients’ portfolios, manage downside risk, and smooth volatility.

We encourage you to explore our site and learn more about the services that our firm provides.

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC, an SEC Registered Investment Advisor. Osaic Wealth and Osaic Advisory Services are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory Services.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, IA, MI, MN, MT, NV, NJ, NM, OR, TN, TX, UT, WA & WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Wealth Form CRS

Osaic Advisory Form CRS