CTOs on the Move

Summit Financial Consultants

www.thewiseinvestor.net

 
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Sikorsky Financial Credit Union

Sikorsky Financial Credit Union is a Stratford, CT-based company in the Financial Services sector.

Ketron Financial

Ketron Financial is a Novato, CA-based company in the Financial Services sector.

Central 1 Credit Union-BC Region

Central 1 Credit Union-BC Region is one of the leading companies in Financial Services industry. Central 1 Credit Union-BC Region is based in Vancouver, BC. You can find more information on Central 1 Credit Union-BC Region at www.cucbc.com

Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice.

KSL Capital

KSL Capital Partners, LLC is a premier investor in travel & leisure across five primary sectors: hospitality, recreation, clubs, real estate and travel services. Tracing our roots back to 1992, KSL Capital Partners was formed in 2005 and has invested in over 100 businesses. Our portfolio comprises some of the most unique and experiential properties and travel and leisure companies in the world. Founded by former operators, operational efficiency is in our DNA. KSL`s dedicated in-house strategic operating team works hand-in-hand with best-in-class management teams to deliver exceptional experiences for our guests, clients, employees, partners, investors and the communities in which we operate. With offices in Denver, Colorado; Stamford, Connecticut; New York City and London, KSL has both the global footprint and local expertise to identify unique opportunities and create long-standing businesses. We have dedicated strategies across Equity, Private Credit and Tactical Opportunities.