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February 25, 2019

Investment Newsletter – 2018 Year End

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Disclosure- Form CRS

Investment Advisory Brochure (adv 2a) |
wrap fee program brochure | Privacy Notice | bcp

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Tanistry Wealth Management, LLC. 80 State Street, Albany, NY 12207.

Tel. 973-285-3600 Fax 973-285-3666 Direct Office Tel. 973-292-5431

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.

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