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Sumnicht & Associates, LLC

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Sumnicht & Associates, LLC

Overview:

Many firms provide investment management services, yet few successfully integrate them into a family wealth management offering. Sumnicht & Associates, LLC provides financial, investment, and estate planning solutions that work together to support your unique needs and objectives.

Our core strength is our wealth management professionals, who have extensive industry experience and are committed to superior client service. They include Financial Planners, Certified Public Accountants, Chartered Financial Analysts, Masters of Business Administration, and Investment Managers who understand how to create innovative wealth management solutions.

Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By bringing together a team of specialists to support your goals, we deliver exceptional care and attention. By listening before acting, we provide advice that anticipates and responds to your unique requirements.

Sumnicht & Associates, LLC manages investments for families, foundations, trusts, and institutions, and offers access to a full complement of asset classes and investment alternatives. Our services, while diverse, are driven by a single priority -- the integrated wealth management needs of our clients. Backed by a tradition of excellence, we deliver our advice without the distractions or conflicts of interest that characterize less-focused institutions.

Minimum Investable Assets: $2 million

Net Worth of largest client: $100 million

Asset Under Management: $323 million

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