SUMNICHT & ASSOCIATES

Sumnicht & Associates, LLC is a Registered Investment Advisor; therefore, we are a fiduciary. Unlike a brokerage firm, we have a legal obligation to put your interests first. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives... Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By listening before acting, we provide advice that anticipates and responds to your unique requirements. Our services, while diverse, are driven by a single priority ... the integrated wealth management needs of our clients backed by a tradition of excellence... There are, however, several common themes found in these lists. Sumnicht & Associates, LLC, has adopted the following as our statement of the eight most important values at Sumnicht & Associates, LLC, which we strive to work and live by.

Also known as: Sumnicht & Associates LLC

Primary location: Appleton United States