Summit Wealth Management, Inc.
Scottsdale, AZ 85260
Phone: (480) 596-9222
Ratings & Reviews Summary for Summit Wealth Management, Inc.
What Users are Saying:
- Friendly staff
- Timely service
- Trusted staff
- Good follow-up
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User Reviews for Summit Wealth Management, Inc.
07/05/2008 Posted by NancyJ85260
I was referred to Bryan Wisda at Summit by a close friend of mine. I was in the situation of now having to manage my mom's finances and investments in addition to my own and live my life. Bryan stepped in and took over managing the finances for my mom... got all of her bills automated, worked with our accountant to get taxes in order, and with an attorney to update her trust. It has been a huge time saver and worth the expense ($12,000 a year) ...he even negotiated with the car dealership for me when my mom needed a new car. In addition to all of this I was very surprised to find out that Summit doesn't sell anything. They don't sell insurance, they don't charge investment commissions ...the only thing I pay is their retainer fee. If you are in a position of having to manage your parents finances I highly recommend that you contact Summit.
Pros: Bryan is very proactive, Quarterly statements easy to understand, Bryan is easy to contact
Cons: expensive
