From the basics to sophisticated, long-term planning, we have it covered and we make it simple. Most of us only retire once – make it memorable.
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Invest with a global perspective.
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Plan now for your future.
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You can count on us.
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Convenient location and easy parking.
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We listen to your story.
Wealth Management
Whether you’re still building or are where you want to be, we will be there every step of the way to take it to the next level.
Investment Management
You don’t need to feel overwhelmed or intimidated by the sea of products out there. Leave the hard part to us.
Synergy: You talk, we listen.
Our goal is to get to know you by listening and coming to an understanding of your concerns, needs and wants, not just as advisors but also as family members. Only then will we create strategies to tackle the problems. We build trust by asking the right questions, giving honest, unbiased advice and nurturing long-term mutual relationships.
Now is the Time to Invest in Your Future. Contact Us Today
Our Financial Team
Henry Yu, CFP® AEP® Managing Member & Portfolio Manager |
Valerie Wakefield, IACCP® Chief Compliance Officer & Assistant Portfolio Manager |
Quarterly Perspective Newsletter
Summa Global Quarterly Newsletter – July 2024
By SGA Admin
Summa Global Quarterly Newsletter – April 2024
By SGA Admin
Summa Global Quarterly Newsletter – January 2024
By SGA Admin