D R SUMMIT Wealth Management Inc. is an independently owned financial consulting firm offering wealth management services to successful individuals and business owners across the nation. We work with each client to build a customized and comprehensive financial plan and then carefully monitor the plan's implementation with the passion that comes from our experience and dedication to putting our client's concerns above all. We are a fiercely independent firm, believing there is no cookie cutter approach when it comes to assisting clients in reaching their own unique vision of personal success.Although we typically work with clients holding financial assets over $500,000, we rarely turn down newer investors as long as they are dedicated to building their future success. In any case, D R SUMMIT Wealth Management Inc. has the financial management experience to direct you towards reaching your objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.W. Nicholas Routh, CFP®, AIF® Wealth Management Advisornick@dr-summit.comwww.dr-summit.com 5905 Granite Lake Dr. Ste. 110 Granite Bay, CA. 95746 Phone (916) 789-8544 Fax (916) 789-8567 CA Insurance License 0H83797
