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Office Hours with Summit Place Financial

Do you have financial questions for your business or personally? Do you know about the accelerated retirement savings you can enjoy now that you have a business? Do you have personal financial questions, you have never felt comfortable asking?

Enjoy a short private meeting with the team from Summit Place Financial to get your questions answered. Find out about small business retirement plans. Ask about the importance of having assets in your own name. Get a second opinion of your current investment portfolio.

Co-Co members Liz Miller, Elaine Lee and Susie McLane are headquartered here in Summit and yet they work with families all over the United States with a range of challenges just like yours. Summit Place Financial Advisors was founded by Liz in 2008. Clients included multi-generational families that have already achieved wealth as well as those on their way to a successful future.

Office Hours are available to members of The Co-Co FOR FREE. For this last week of summer only, non-Members may also participate at no charge.

Liz Miller CFA & CFP has spent over 25 years in the financial services industry, starting on Wall Street as an M&A analyst and then becoming an investment manager of mutual funds. After years of managing portfolios for institutions, she launched Summit Place Financial to help individuals and families navigate the complexities fo financial success.

Liz Miller CFA & CFP has spent over 25 years in the financial services industry, starting on Wall Street as an M&A analyst and then becoming an investment manager of mutual funds. After years of managing portfolios for institutions, she launched Summit Place Financial to help individuals and families navigate the complexities fo financial success.

As a C-Suite executive turned Wealth Advisor, Elaine Lee understands being a corporate executive brings wealth challenges. She helps her clients simplify their financial lives with customized strategies so that can pursue what's important to them.

As a C-Suite executive turned Wealth Advisor, Elaine Lee understands being a corporate executive brings wealth challenges. She helps her clients simplify their financial lives with customized strategies so that can pursue what's important to them.

A wealth advisor, Assunta (Susie) McLane, works primarily with multi-generational families to maintain today's lifestyle while planning for the next generation. Summit PlaceFinancial Advisors specializes in a goal-oriented approach to wealth in which we are dedicated to your success and your entire family's future.

A wealth advisor, Assunta (Susie) McLane, works primarily with multi-generational families to maintain today's lifestyle while planning for the next generation. Summit PlaceFinancial Advisors specializes in a goal-oriented approach to wealth in which we are dedicated to your success and your entire family's future.