First Summit Wealth Management is a full-service financial practice based in Sacramento, CA, offering customized investment guidance for high-net-worth individuals, business owners, and their families. With a commitment to client care and a fiduciary duty, they provide objective advice and do not favor any specific product or service.
Their comprehensive wealth management services include advisory fee-based relationships, performance measurement, transaction costs, custody services, and trading. With a focus on personalized approaches and understanding each client's unique situation and investment objectives, First Summit Wealth Management helps clients plan for their financial future.
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