
Summit Wealth Strategies
A full-service independent firm, Summit Wealth Management offers personalized advice and portfolio management for families and businesses across the United States.

LPL Financial
For more than four decades, LPL has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client’s wealth.

Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles on many of the most influential topics of the day.
Happening Now
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings […]
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick
LPL Research discusses recent tariff news, what direction the Trump administration might go in […]
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a […]