Fiduciary advisors in Summit, NJ

Summit, New Jersey

Beacon Hill Private Wealth is a fee-only fiduciary registered investment advisor in Summit, New Jersey founded by CFP® Tom Geoghegan. The firm provides integrated wealth management encompassing financial planning, investment management, tax planning, risk management, and estate planning coordination for individuals and families with complex financial circumstances. Operating without commissions or product incentives, the firm follows an evidence-based planning approach and conducts periodic reviews as client situations evolve.

Summit, New Jersey

Grand Life Financial Advisors & Wealth Management is a fee-only fiduciary firm based in Summit, New Jersey that provides financial planning and investment management services. The firm does not accept commissions or product-based compensation and is structured to serve high-net-worth individuals and high-income earners seeking tax-efficient financial guidance. As a fee-only advisor, the firm receives compensation solely from clients rather than through product sales.

Summit, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Summit, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Summit, New Jersey

Bank-Affiliated

Peapack Private is a bank-affiliated wealth management firm in Summit, New Jersey, offering integrated financial planning, investment management, and estate planning services. The firm serves high-net-worth individuals, executives, founders, and multigenerational families, providing capabilities including tax planning, retirement strategy, trust and estate administration, executive compensation analysis, and coordination of multiple custodial accounts. Their planning process begins with an assessment of the client's overall financial situation and addresses cash flow, investments, risk management, charitable giving, and wealth transition across generations.

Summit, New Jersey

Wealth Enhancement Group is an investment advisory firm in Summit, New Jersey. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.