Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor doing business as Vardhan Wealth Management. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit are not affiliated companies. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit Financial nor Vardhan Wealth Management recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided.
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