Description
Summa Global is an SEC registered investment advisory firm dedicated to delivering tailored investment advisory and comprehensive financial planning services. Our mission focuses on creating and preserving wealth for our clients through personalized investment strategies and customized portfolios designed to align with their financial and life goals. Additionally, we collaborate closely with our clients' trusted tax and legal advisors to ensure a holistic approach to their financial wellbeing.
Additional Details
Lives Served
-
Company Size
2
Year Founded
2008
Funding
Not Provided
Contact Details
Website URL
Gallery
No images found!
Video
No url found!
There are no reviews yet.