Registered Investment Advisor for Business Owners and High Net Worth Individuals
Summit Investor Coach is a Registered Investment Advisor and offers fee-only financial coaching, financial planning, investment and wealth management firm serving business owners and other high net worth clients in Connecticut. For most services, our only compensation is the fee paid by our clients. The few exceptions involve insurance products because most are commission based.
We educate, advise, and coach our clients based on our client’s best interests.
- We analyze your current situation
- Help you define and set short term and long term goals
- Work with you to create the strategy and tactics to reach those goals
- Provide you with continual support throughout your journey toward those goals
- Financial planning
- Business planning
- Retirement planning
- Matson Money
- Free Markets
- 12,312 unique holdings
- 18 distinct asset categories
- Funds from 42 countries
I just released my third book on retirement titled “5 more Surprising Insight about High Net Worth Retirees”. You can download a free copy these helpful insights by clicking on the book cover. Print versions of my books can also be purchased on Amazon.com
Need Help Today?
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Expert Business Advisor
Gene Offredi has spent over 50 years advising Businesses Owners. Managing a business requires expert advice from start-up to exit strategy. Summit Investor Coach is a Registered Investment Advisor and can advise you with Business Continuation, Buy & Sell Agreements, Continuity Planning, Group Benefits, and Pension Plans. Gene can help alleviate multiple problems that can impact the success of any seasoned business owner.
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