Summa Global Advisors

General Information

Company Name

Founded Year

2008

Location (Offices)

United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Summa Global Advisors - Company Profile

Summa Global Advisors is a company that operates in the financial services and wealth management industries. Established in 2008, the company's slogan "Wealth Redefined" encapsulates its mission to grow, preserve, and protect the wealth of its clients. Summa Global Advisors emphasizes its collaborative approach, working closely with each client and their advisors to develop personalized strategies and portfolios that align with their financial and life goals.

Taxonomy: Wealth Management, Investment Management, Financial Planning, Estate Planning, Charitable Strategies, Portfolio Customization, Wealth Preservation, Financial Goals, Life Goals, Financial Advisory, Asset Protection