Summa Wealth Management Overview
- Website
- www.summawm.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2013
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Summa Wealth Management
We sell advice not products. It's not complicated. Summa aims to transform the wealth management experience by leveraging technology to provide scalable, value additive and cost effective advisory services through robust web applications and enhanced client advisory relationships.