Welcome to Sumnicht & Associates, LLC

Sumnicht & Associates, LLC is a Registered Investment Advisor; therefore, we are a fiduciary.  Unlike a brokerage firm, we have a legal obligation to put your interests first.  We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives.  

Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By listening before acting, we provide advice that anticipates and responds to your unique requirements. Our services, while diverse, are driven by a single priority ... the integrated wealth management needs of our clients backed by a tradition of excellence.

Our Services

 

Investment Portfolio Construction

Investment Portfolio Construction … that relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. We work with you to build and maintain a properly allocated investment portfolio with a mix of investments that will help you achieve your goals. We also ensure that...
 

Financial Coaching

Financial Coaching … that helps you understand market fluctuations, plan for the future, and make smart decisions. We work to eliminate the emotions that can interfere with investing so you make smart decisions that position you to reach your goals using the following steps: We gather and organize...
 

Retirement Planning

Individual Individual retirement planning is one of the biggest investment concerns for most people. In addition, it is becoming more complicated every year because of the increase in the number of funding options, the numerous investment choices, their changing tax implications and most importantly...
 

Wealth Management

Wealth Management … that includes tax planning, retirement saving and spending advice, estate planning guidance, and more. We offer a comprehensive, holistic wealth management approach that focuses on all the complex financial planning issues you and your family may experience. We help you achieve...