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Summa Global Advisors

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Summa Global Advisors Products (1)

   
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International Retirement

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Summa Global Advisors Info

Founded:

2008

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Location:

12901 SE 97th Ave, Suite 390, Clackamas, OR 97015, US

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We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop investment strategies and customize... Show More

About this vendor

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We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop investment strategies and customize portfolios that help meet their financial and life goals. We also act as the intermediary with our clients' trusted tax and legal advisors.

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