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.