With the new year comes a clean slate, a fresh set of resolutions, AND a new tagline for Summa Global – wealth redefined.
What is wealth?
Merriam-Webster dictionary defines wealth as “abundance of valuable material possessions or resources.”1
Wealth redefined.
Wealth means something different to everyone. It is not limited to possessions, but extends to relationships, values, and so much more. Our mission is to help you focus on what truly matters to you and to partner with you to achieve your goals.
Our relationship with our clients is about wealth redefined within each individual client relationship. For every client, wealth is defined according to specific goals and may evolve over time.
Summa is in it for the long-haul.
Redefining wealth involves long-term planning and relationship. We use our expertise to ask the right questions and to craft a personalized plan that will make your ambitions a reality.
Our process centers around relationships. We need to know you and your financial situation before we can know how to best partner with you. We’re here to listen as you define what wealth means to you and to walk with you every step of the way.
Let’s redefine wealth together!
