“Working With People You Trust”
Our mission is to bring holistic financial planning to working-class American families. The high net worth – people with $10 million, $20 million, and more – have always had access to holistic planning with the attorney, the financial advisor, the stockbroker, the insurance agents, and the accountant collaborating on their behalf. But the working-class people who have needed it the most have primarily been served by salespeople selling investments, annuities, REITs, trusts, wills, and tax returns. All have been sold products and services that are not tied together in a holistic plan. Our mission is to change that and provide our clients the same concierge level of service that was previously only reserved for the ultra-wealthy.
Since 1987, the Wink family has been assisted individual and corporate clients in finding solutions to their retirement planning, financial planning, 401K, investment management, estate planning, tax planning, life insurance, and education planning needs.
Our firm is a registered investment advisory firm with the State of Michigan. Being an RIA we have a fiduciary responsibility for our clients and are required to do what is in their best interest not just what is suitable. It makes a huge difference.
While we have the resources of a large investment company, we are a family business and always ensure our clients feel at home! We take great pride in what we do and fully appreciate the process of helping our clients pursue and maintain financial security.
Located in Sterling Heights, Michigan, the team at Summit Financial has proudly served clients in Shelby Township, Macomb, Rochester, Royal Oak, Macomb County, Oakland County, Wayne County, Southeast Michigan, and throughout the United States.
Summit Financial Consulting
Working With People You Trust.
43409 Schoenherr Road, Sterling Heights, MI 48313
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Summit Financial Consulting
The Fine Print
Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.