(805) 418-4565 Menu

There are no warranties implied.

Summit Financial Consultants, Inc. is a registered investment adviser located in [Westlake Village, CA]. Summit Financial Consultants, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Summit Financial Consultants, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Summit Financial Consultants, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as Summit Financial Consultants, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Summit Financial Consultants, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Summit Financial Consultants, Inc., please contact the state securities regulators for those states in which Summit Financial Consultants, Inc. maintains a registration filing. A copy of Summit Financial Consultants, Inc.’s current written disclosure statement discussing Summit Financial Consultants, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Summit Financial Consultants, Inc. upon written request. Summit Financial Consultants, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Summit Financial Consultants, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Securities offered through Triad Advisors, LLC - Member FINRA/SIPC. Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor. Triad Advisors , LLC is under separate ownership from any other named entity.

Accessibility: If you are vision-impaired or have some other impairment covered by the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to using this website, please contact our Accessibility Manager at (805) 418-4565.
Schedule a Consultation