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Summit Asset Strategies, LLC is a Washington State Registered Investment Advisory company specializing in investment management, financial planning, and asset preservation strategies and may only do business in states where registered or exempted from registration. Information on this site is limited to the distribution of information on products and services and is not investment advice or solicitation for purchase or sale of any security, product, or service. Individual responses that involve transactions in securities, or personalized investment advice for compensation, will not be made without registration or exemption.
The company is located in the heart of downtown Bellevue, Washington and is focused on providing investment management service for individuals and institutions with various financial goals.
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