SRM Private Wealth

CFP® - A Fiduciary Financial Planning Practice

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Expertise

Your Financial Partner Through All Life's Phases

Committed to the wise stewardship of your wealth

We work with successful individuals and multigenerational families across all stages of life who value having a seasoned financial partner to guide them in making prudent decisions with their wealth.

We are their sounding board, their wise counsel, and their voice in tough conversations, and we are honored to serve as a devoted advocate, helping them minimize risks and maximize success.

What We do

Personalized wealth management

No two families are alike. That is why it is essential that we tailor our approach to your unique needs, goals, and values. Our role is to be your financial point-person, overseeing the big picture and making sure you are on track for the life you want to live. The comprehensive services and solutions we provide include:

  • Goal Formulation

  • Financial Planning

  • Liquidity and Credit Management

  • Retirement Planning

  • Tax Coordination

  • Asset Protection and Insurance Planning

  • Philanthropic Planning

  • Estate Planning

  • Lending

9713 South Santa Monica Blvd
Suite 219
Beverly Hills, CA 90210

Call: 818.335.0172
Email: info@srmprivatewealth.com

  • Form CRS
  • Form ADV 2A
  • Disclosures
  • Privacy Notice
  • BCP
  • Wrap Fee Program Brochure

Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) a SEC-Registered Investment Advisor doing business as SRM Private Wealth.

Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities.

GSCS and GS&Co. do not control, and are not responsible for, any information or other content provided on the SRM Private Wealth's website, including any prospectuses, reports, summaries, or other data provided herein.

© 2025 SRM Private Wealth