SRM Private Wealth

CFP® - A Fiduciary Financial Planning Practice

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Live With Confidence Personal Wealth Management For Clarity And Peace Of Mind

Equipped. Empowered. Confident.

Navigating the complexities of wealth

While wealth opens doors to more opportunities, managing and protecting it can be complex and overwhelming. That’s why having a trusted financial professional by your side is vital to making strategic decisions that can increase your success and provide peace of mind.

At SRM Private Wealth, our top priority is serving your best interests. We are committed to helping you achieve your unique financial goals and protect your wealth for future generations.

About

Leveraging over 30 years of wealth management expertise, we are dedicated to helping you make thoughtful, intentional financial decisions.

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Expertise

We work with individuals and families who value the partnership and guidance from an experienced financial professional.

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Approach

Our approach is rooted in the SRM Promise: Attention, Commitment, Empowerment, and Transparency

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

Call: 818.335.0172
Email: info@srmprivatewealth.com

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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.

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