Not only is this succession plan good news for SWP clients, it is simply good business. The firm’s recommendations addressing wealth preservation and estate planning are ones they themselves believe in and live by. Thus, proper succession planning for the SWP makes great sense.
“All too often, when someone is referred to Summit by a friend, family member, CPA, or other trusted party, they come to us without a plan. They lack a solid understanding of how they come to financial decisions and, quite often, these decisions involve a considerable amount of assets. These are smart and successful people. As an independent and comprehensive wealth management firm, we can help to restore the confidence and clarity they’ve worked hard for and certainly deserve” says Joseph M. “Jette” Browne, CFP®, Summit’s Senior Wealth Advisor heading the Jacksonville operations.
Offering solid growth, through safe management and trusted advice, Summit’s collaborative approach and capabilities afford their advisors and service personnel in each of their Florida offices the freedom to work together seamlessly on client wealth plans.
Summit’s services include:
Investment portfolio management
Retirement income planning
Tax planning recommendations and coordination
Mr. Browne and the Summit team cater to the specific needs of a very distinguished and experienced group of individuals, families, and institutions in north, central, and southwest Florida. Their long-term business plan works to ensure their services will not only benefit those they serve now, but their beneficiaries and interests in the years ahead.
About Summit Wealth Partners
Summit Wealth Partners is a “fee-based”