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At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
Steward Capital Management is a Birmingham, MI-based company in the Financial Services sector.
We pride ourselves on providing technologically advanced products and competitive pricing while retaining our commitment to providing personalized attention and flexible and reliable customer service.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Liquid Financial USA is bringing Liquid`s (www.liquid.com) institutional-grade, fully-regulated digital asset trading platform and global liquidity to the United States. We plan to offer all regulated crypto-related products and services to U.S. clients, while continuously positioning Liquid Financial USA for future regulatory changes. Our goal is to be the most trusted digital asset marketplace for U.S. institutions and individual traders. Liquid Financial USA is an entity formed in partnership between Liquid Group Inc. (Liquid) and Virtual Currency Partners (VCP). Liquid is one of the largest global digital asset exchanges by volume in the world and is the first exchange to be officially licensed and fully regulated by the Japan Financial Services Agency (JFSA). VCP is a U.S.-based Venture Capital firm focusing in the Fintech, blockchain, and cryptocurrency space. Notably, VCP is led by Chairman Barry Schiffman, who has over 30 years` experience investing in high-growth companies in his role as Executive Managing Director in JAFCO Ventures, the U.S. arm of leading Japan venture capital fund JAFCO, followed by Globespan Capital Partners.