Summit Financial Advisors

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Financial Planning Consultants, Accounting Services, Financial Planners

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Tomorrow: 9:00 am - 5:00 pm

13 Years

in Business

(650) 357-9412Visit WebsiteMap & Directions109 Baldwin AveSan Mateo, CA 94401 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near San Mateo with Financial Planning Consultants

Burlingame (4 miles)
Millbrae (6 miles)
Belmont (7 miles)
San Carlos (9 miles)
San Bruno (10 miles)
Redwood City (12 miles)
South San Francisco (12 miles)
Brisbane (14 miles)
El Granada (14 miles)
Half Moon Bay (15 miles)

More Info

Email

Extra Phones

Phone: (650) 357-9410

Phone: (650) 357-0718

Fax: (650) 357-0718

TollFree: (800) 518-6686

Payment method

visa, cash

Neighborhoods

Downtown San Mateo, North B-Tilton Avenue

Other Links

http://www.summitadvisors.com

https://www.summit-advisors.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (650) 357-9412

Address: 109 Baldwin Ave, San Mateo, CA 94401

Website: http://www.summitadvisors.com

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Summit Financial Advisors

Tax Planning
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.
Charitable Giving
Advanced Planning + Decision Center - We’ve integrated tools to consider a variety of retirement alternatives, comparing the impact of college expenses on your other goals…and the ability to model, with visual results, any imaginable scenario. The most common considerations include the sale of a business, alternative stock option or charitable giving strategies, the purchase (or sale) or real property and social security or pension tactics.
Estate Taxes
Tax Services
Income Tax
We will use primarily institutional investment vehicles and individual securities to represent these markets. We will design a customized portfolio for each client based on his or her specific investment objectives. Each client portfolio is specifically designed and changes are made based on the client’s individual circumstances. Our clients are particularly interested in minimizing the impact of income taxes. With that in mind, we emphasize after-tax performance in our strategies and investment selections.

Investment Management
What is an Accredited Investment Fiduciary? The ACCREDITED INVESTMENT FIDUCIARY® professional designation was introduced by the Center for Fiduciary Studies in October of 2002. It is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. Those who hold the designation of AIF® understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process, perform and document all due diligence measures, and above all, treat their clients with the utmost prudence and care.
Mutual Funds
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Bonds
Wealth Management
Personalized investment strategies are crafted to your family’s unique circumstances. Holdings can include direct and diversified holdings, active and passive approaches, encompassing both marketable securities and alternative investments. We have a particular expertise in tax-efficient strategies, employee stock options and highly appreciated securities. Finally, our Wealth Management System (“WMS”) aggregates your portfolios with and away from our firm to insure a consistent, integrated approach.

Accounting Services
Payroll Services

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
Our clients are very diverse, and have a broad range of employment backgrounds, ages, and investment objectives. The majority of our clients are individuals or trusts, but we also work with numerous company pension plans. We can be particularly valuable to clients who are going through a life transition, such as retirement, divorce, loss of a spouse, or sale of a business, because we are effective in translating new financial circumstances into sustainable, long-term financial plans and investment strategies. Normally, our clients will have a minimum of $250,000 of investable assets available for management.
Asset Management
Asset management is available to clients so they can enjoy the benefits of institutional money management. The firm maintains strategic relationships with custodians such as Schwab Institutional and other money management and investment companies. A written analysis and a specific investment strategy are developed by an Accredited Investment Fiduciary®.

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