We specialize in helping investors develop and execute achievable financial strategies through the use of traditional investment vehicles, as well as by using alternative investments.
Only 49% of Americans have a long-term financial plan - creating a path to your fiscal goals takes experience, skill, and expert navigation. Let Summit Rock Wealth Management steer you towards your financial future.
Transform your wealth into a lasting legacy
We believe that wealth should transcend generations. Through our Investment Strategies and Wealth Management Approach, we help ensure that your financial future is more secure for generations to come.
A FULL SERVICE FIRM FOR ALL FINANCIAL STAGES
No matter your current situation, we focus on guiding you towards your financial goals. We are a full service securities broker and financial advisories firm.
Speak confidentially with an expert financial adviser about your fiscal planning, investment, and stock brokerage needs.
SEND US A MESSAGE
Summit Rock Wealth Management
San Jose, California, USA