Hello, and welcome to Summit Financial Consulting’s refreshed and relaunched blog. There will be plenty of market insight and useful information to be found here in the coming days and weeks, but with this post, we would like to re-introduce ourselves.
Summit Financial Consulting has been family owned and operated by the Wink family since 1987, and is an independent, private investment firm in Sterling Heights, MI. Finding a trusted personal or corporate financial advisor can be difficult, but our mission is to bring holistic planning to working-class American families through our unique and specialized approach. As a Registered Investment Advisory (RIA) Firm, we are a team of fiduciary advisors who are legally obligated to operate in our client’s best interest. We strive to provide our clients with world-class financial tools, services, and solutions that aid in personalized retirement, investment, and financial planning.
Summit’s renowned team is led by co-founder and owner, Robert L. Wink, Jr. who has spent over three decades as an Investment Advisory Representatives with a Fiduciary obligation to his clients. Bob makes every effort to provide financial educational opportunities, guidance, and excellent customer service to all his SFC clients. He has instilled these traits within his sons, Ken and Jim, as they joined the family firm. Looking to the future, Bob truly enjoys his work and has no plans to retire anytime soon.
Kenneth R. Wink, Bob’s eldest son, is also a fiduciary advisory and is the Chief Compliance Officer of Summit Financial Consulting. Ken prepared his first tax filing in 1996 and has held a license in the financial services industry for over 18 years. He is also the President of the Board of Directors of Abigayle Ministries, a non-profit that provides a Christian home for homeless pregnant women and their babies.
James D. Wink, Bob’s youngest son, has kept up with the family tradition of becoming a fiduciary advisor and is head of trading at SFC. Additionally, Jim is Series 7 registered and holds five other licenses in the securities and insurance industries (Series 66, Series 63, Life & Variable, Health & Accident, and Property & Casualty).
As Summit Financial continues to grow, the company brought on Zachary A. Bachner, CFP. He is also a fiduciary advisor and serves as the firm’s investment research analyst. Moreover, Zackary is Series 7, Series 63, Series 65, Life & Variable, Health & Accident, and Property & Casualty certified.
A Family Business
Here at Summit Financial, our highest priority is our client. We truly listen to every financial hope, dream, and need of every individual and strive to provide the best service we can. Summit’s business has the resources of a large financial company, yet we value and understand the necessity of a completely unique financial plan for each individual or company. The family’s highest priority is to help our clients pursue and maintain financial security in an ever-changing and evolving world. Our holistic financial planning approach will set your financial goals in motion and on the best possible path to succession. We look forward to adding you to our SFC family!
For more information on how you can become part of the Summit family, please go to our home page!
Summit Financial Consulting – Working With People You Trust!