Discover the potential of an informed perspective.
7Summit Advisors combines data with insight, ideas with experience, to craft the most advantageous plan.
Our Services
We provide personalized investment management and financial planning services, helping our clients grow and protect their wealth with strategies tailored to their goals.
Our services include:
Investment Management
Cash Flow and Budgeting
College Planning
Insurance Planning
Tax Planning
Retirement Income Planning
Estate and Legacy Planning
Trust Administrative Services
Types of Investments
We’ll help you manage your financial portfolio with these types of investments.
Exchange-Listed Stocks
Foreign Stocks and Bonds
Corporate Bonds
Municipal Bonds
Mutual funds and ETFs
United States Government Bonds
Private Equity Funds
Private Debt Funds
Real Estate Investment Trusts (REITs)
Real Estate Equity Funds
Real Estate Debt Funds
Types of Accounts
- Trusts
- Individual and Joint Taxable
- Custodial
- Traditional / Rollover IRAs and Roth IRA
- SIMPLE IRA, SEP IRA, Individual 401k, Self‑Directed 401Ks
- Employer sponsored retirement plans
We Work with Diverse Clients
Families
We help families and family‑owned businesses.
College and Professional Athletes
We can help protect income earned early in an athlete’s career.
Working Professionals
Are you too busy with your career to manage your portfolio? We can help.
Institutions
We offer investment management expertise to endowments, pension funds, insurance companies, and SWFs.
Manage and Protect Your Financial Assets
We are experienced in working with those who enjoy a significant increase in wealth early in their careers. For these clients, strategic investment management is key to a secure future. Our firm is led by Li Chang, a Certified Financial Planner (CFP®) as well as author of “Looking Ahead,” a financial handbook for young athletes embarking on a professional career.
To request a complimentary copy of “Looking Ahead,” please click the button below: