News & Info

Summit Financial – Monthly Investment & Economic Update – January 2023

February 8, 2023

Summit Financial – Year-End 2022 Investment & Economic Newsletter

January 18, 2023

Summit Financial – Congress Passes SECURE Act 2.0

December 29, 2022

Summit Financial – 2022 YE Tax Planning Overview

December 16, 2022

Disclosure – Form CRS

Investment Advisory Brochure (ADV 2A) / Wrap Fee Program Brochure / Privacy Notice / BCP

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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