News & Info

Summit Financial – October 2023 – Markets & Economic Newsletter

November 16, 2023

Summit Financial – Third Quarter 2023 – Investment Newsletter

October 19, 2023

John LeRoy Speaks with Barron’s Advisor: Top Mistakes Investors are Making

September 21, 2023

The everchanging macro and market environment provides ample opportunities for investors to make […]

Summit Financial – 2nd Quarter 2023 – Investment & Economic Newsletter

July 18, 2023

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LeRoy Wealth Management Group is a DBA of Summit Financial, LLC. Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies.

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