Summit Street Wealth Management
Summit Street Wealth Management is a full service financial planning firm committed to helping people pursue their goals. We recognize that each of us has different personal financial needs. Yet we share one goal: to make good financial decisions. To help you get there, we pledge our knowledge, our resources and our dedication to integrity in all we do. Our team of trusted and knowledgeable financial professionals thinks the way we do; they are dedicated to long-term commitment to meeting individual client needs. The financial solutions we offer help protect you, your family and business against life’s greatest risks. And our commitment to people extends beyond our business model and out into the communities we serve.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank Five Nine and Summit Street Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Street Wealth Management, and may also be employees of Bank Five Nine. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Five Nine or Summit Street Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value