It’s Your Turn to Be the Client

As a top-ranked Boutique Broker-Dealer, we understand that servicing your clients is the most important thing you do. So our philosophy is quite simple—we treat you like our client.

Advice that Paves a Personalized Path to Financial Success

Your advisor’s top priority is helping you meet your financial goals. Our top priority is delivering everything he or she needs to do it.

Service Without Limitation

It’s what you strive to deliver to your clients, and what we believe we owe to you as our client. It’s also why we have created a culture that places service to you above all else, with the goal of providing the support, services, products and technology you need to build a successful business. At Summit you have direct access to decision makers, a more personalized service experience and, as a result, more time to focus on your practice to grow.

As a Summit advisor, you enjoy the freedom and control of being independent while at the same time benefiting from some of the best boutique service.

Some People Have a Plan for the Future. You Have a Team for It.

Your relationship with your advisor is an essential part of your long-term financial well-being. It’s the context in which your vision for your future becomes your action plan for today. That’s why we make supporting and strengthening that relationship our top priority.

Behind that relationship are the 1,650 men and women of Cetera Financial Group and its affiliated firms, comprising a multitude of teams putting their collective wisdom to work for you, your advisor, and your future. With no quotas and no proprietary products to sell, we don’t tell your advisor what to do—we simply provide the resources that make it easier to get it done. It’s one of the many reasons why your advisor has chosen Summit to provide the objective advice to help find the right opportunities for you.