The Stakes Simply Do Not Get Higher

As our Client, you will enjoy the power of partnering with your Team of Expert Specialists. As Fiduciaries, we are Ethically, Morally, and Legally committed to putting your interests first. Handshake Integrity & our Conservative, Comprehensive, & Fully Integrated approach empower you with the Financial Freedom, Peace of Mind, & Confidence you need in order to focus on the initiatives and passions you wish to pursue...toward the very Goals you have worked to attain.

For "Bright-Line" Financial Advice and Unbending Advocacy, contact Dr. Mitch Levin, The Financial Physician™, and Summit's Team of Expert Specialists. Access the True Power of proper Advice, Guidance, Planning, Preparation, Implementation, and Monitoring. Ascend to Summit!

Solid Growth. Safely Managed. Trusted Advice.

Financial Turbocharger

Monday, December 26th, 2011

Money is the fuel to drive your financial goals, right? Well much like most processes, there is typically some amount of wasted energy which, if utilized, could work to propel you more efficiently, effectively, dynamically. Fees, costs, inflation, taxes, and … Continue reading →

Make the Most of Your Charitable Gifts

Monday, March 21st, 2011

Charitable giving is important to many of us—but it’s more complicated than you may think. Therefore, in order to maximize the impact of your giving, it’s important to have a plan. As the immortal Yogi Berra put it, “if you … Continue reading →

Wealth Management Expert Mitch Levin Publishes New Blog Discussing The Apparent Unreliability Of Many Municipal Bond Ratings

Friday, May 6th, 2011

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, cautions readers that municipal bonds may not be as safe as they appear. Orlando, FL – May 6, 2011 – Mitch Levin, … Continue reading →