Oracle Private Wealth Advisors

We listen deeply to understand your unique needs and deliver thoughtful solutions to help you preserve and grow your wealth, solve complex challenges and create a legacy for you and your family. Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) a SEC-Registered Investment Advisor doing business as Oracle Private Wealth Advisors. Opinions and comments expressed do not necessarily represent the views of Summit. Neither the author nor Summit are affiliated with Linkedin, Inc. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice.