
Summit Wealth Strategies
A full-service independent firm, Summit Wealth Management offers personalized advice and portfolio management for families and businesses across the United States.

LPL Financial
For more than four decades, LPL has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client’s wealth.

Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles on many of the most influential topics of the day.
Happening Now
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and […]
- Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, […]
- Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
LPL Research examines a third quarter earnings season that is winding down over the next couple of […]

