Sumnicht & Associates

Welcome to Sumnicht & Associates, LLC, a Registered Investment Advisor dedicated to providing personalized financial services to individuals, families, and institutions. As a fiduciary, we have a legal obligation to put your interests first, ensuring that our advice and guidance are always in your best interest.

Our Mission

Our mission is to provide integrated wealth management solutions that cater to the unique needs and objectives of our clients. We believe in building long-term relationships founded on trust, transparency, and exceptional service. Our team of experienced professionals is committed to helping you achieve your financial goals through a comprehensive and holistic approach.

Our Services

At Sumnicht & Associates, LLC, we offer a range of financial services designed to support your financial well-being. Our services include:

• Financial Coaching: Our financial coaching services help you understand market fluctuations, plan for the future, and make smart investment decisions. We work with you to eliminate emotions that can interfere with investing, ensuring that you make informed decisions that align with your goals.
• Retirement Planning: We provide individualized retirement planning services that address your unique concerns and objectives. Our team helps you navigate the complexities of retirement planning, ensuring that you're prepared for the future.
• Wealth Management: Our comprehensive wealth management approach encompasses tax planning, retirement saving and spending advice, estate planning guidance, and more. We help you achieve financial peace of mind by addressing all aspects of your financial life.
• Investment Portfolio Construction: We construct and maintain investment portfolios that are tailored to your individual needs and goals. Our approach focuses on proper asset allocation, cost-effective, tax-efficient, and total-return strategies to help you achieve your objectives.

Our Commitment

At Sumnicht & Associates, LLC, we're committed to delivering exceptional service, expert guidance, and personalized attention to each of our clients. We believe in building relationships that last, and we're dedicated to helping you achieve financial freedom.