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SUMMIT PLACE FINANCIAL ADVISORSCRITICAL RECORDS ORGANIZER FOR

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© 2018 SUMMIT PLACE FINANCIAL ADVISORS • 908.517.5880

Summit Place Financial Advisors, LLC is an SEC registered wealth management firm providing unbiased andpersonalized solutions to individuals and families that have outgrown mass market approaches. We workwith clients that have achieved significant professional success, sold a business, or recently inherited. Wehelp them wade through the many financial issues they face today and develop a personalized disciplinedinvestment strategy to achieve their goals. We advise them on all aspects of their financial needs andconnect them with other trusted professionals to assure a complete, expert approach to their wealthmanagement needs.

Summit Place has a successful investment record that exceeds the popular benchmarks. More importantly, ourresults exceed our clients’ goals in every way. They feel confident knowing we are stewarding their wealthdaily and advising them on all aspects of their planning. They tell us that we help simplify complex challenges,give them a sense of direction and control and leave them feeling completely comfortable with our approach.

Our Clients Are Looking For:§ Help identifying and prioritizing their financial goals§ A purposeful investment and wealth plan§ Vetted, proven professionals in all areas of wealth management§ A simplified approach to their financial lives that have become overwhelming§ Exceptional service and personal relationships

EMERGENCY CONTACTS

SAFETY DEPOSIT BOX

SECURE INFORMATION

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PERSONAL INFORMATION

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INFORMATION NEEDED IN CASE OF INCAPACITYPOWER OF ATTORNEY FOR HEALTH CARELOCATION

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Disclosure:Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Summit), or any non-investment related content, made reference to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Summit. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Summit is neither a law firm nor a certified public accounting firm and no portion of the this content should be construed as legal or accounting advice. A copy of the Summit’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are a Summit client, please remember to contact Summit, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.