NewsletterUpcoming EventsCareer OpportunitiesLogin
Home Financial Plan Portfolio Management Wealth Management Private Offerings About Us
  News & Announcements  
Affiliates & Partners
Workshops
Send us an email
 
Affiliates & Partners

Summit Asset Strategies is proud to take an active role through sponsorships and involvement with many organizations focused on providing education and a positive influence in the communities we serve.  Some of these include:

Washington Society of Certified Public Accountants

www.wscpa.org

Financial Planners Association of Puget Sound

www.fpanet.org/Chapters/FPAPugetSound

Seattle Symphony – Celebrate Asia

Proud sponsor of the second annual Celebrate Asia festival

http://www.seattlesymphony.org/symphony/buy/single/production.aspx?id=7303

www.seattlesymphony.org

Bellevue Chamber of Commerce

American Society of Women Accountants

Summit Asset Strategies Wealth Management Featured In:

Forbes Magazine

In March of 2009 Summit Asset Strategies was recognized in Forbes magazine as a leading Wealth Management company in the Northwest and Hawaii by the independent research firm; Goldline Research

KOAM TV

Summit Asset Strategies has been frequently highlighted for playing a positive role in the community by KOAM TV.

Contributors to:

Articles written by members of the Wealth Management team have been featured in such publications as:

  • 425 Magazine
  • Puget Sound Business Journal
  • Eastside Business Journal
  • Estate Planning Council of Seattle

Guest Speaking:

  • Washington Association of Accountants – Seattle
  • ASWA
  • National Association of Insurance & Financial Advisors
  • Kiwanis

Community Involvement:

  • Special Olympics of Washington
  • Camp Korey
  • Northwest Harvest
  • World Concern

If your organization is looking for knowledgeable speakers please contact us to discuss the many options.