Top-Tier Resources

As an independent firm, we have access to world-class resources from across the industry, including our affiliation with Summit Financial, one of the industry’s leading independent advisory firms. This network allows us to offer invaluable information, opportunities, and connections to our clients.

Summit Financial*

Summit is one of the industry’s prominent independent advisory firms. Founded four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Weinerman Wealth Management’s affiliation with Summit provides access to SummitVantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, insurance and financial planning experts that are now an extension of Weinerman Wealth Management’s team.

*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.

Fidelity Investments®

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Weinerman Wealth Management ("Weinerman"). Fidelity is a service provider to Weinerman. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1036116.2.0

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(973) 285-3618

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