ORLANDO – Summit Wealth Management Inc.,(www.mysummitwealth.com) a nationwide 30-year-old investment advisory firm, has been selected to participate in GrowFL, a state-financed program that helps Florida-based second-stage companies achieve their potential.
GrowFL, part of the Florida Economic Gardening Institute, was created in 2009 by the Florida Legislature and is based at the University of Central Florida in Orlando. Dr. Tom O’Neal, associate vice president of the University of Central Florida’s Office of Research and Commercialization, serves as the institute’s executive director.
O’Neal said Summit Wealth’s consistent returns and Chief Executive Officer Mitch Levin’s solid leadership make it an ideal candidate for the GrowFL program.
“Companies like Summit Wealth have great potential, but sometimes need a little assistance to reach the next level,” O’Neal said,
A federally-registered investment advisory firm with nearly 50 employees in six offices across the nation, Summit Wealth “clarifies investing,” according to Levin, managing director of the company’s Orlando and Naples offices.
“Our advisory team ensures that each client’s needs and objectives are met, while providing the peace of mind they need to sleep well and plan confidently,” said Levin, a member of the Wealth Preservation Institute who is certified in wealth preservation planning and asset protection planning.
GrowFL will provide Summit Wealth with support through a number of free services, including access to market research and technology, strategy analysis, database research and website optimization.
“We’re excited to work with the GrowFL team and eager to derive support, data and input from their excellent members to help us more effectively know and understand our market and our competitors, as well as our target clients,” Levin said. “Thus far, the first GrowFL engagement has provided tremendous research and insight, delivered in a highly organized, well coordinated manner.”
About Summit Wealth Management: A federally-registered investment advisory firm, Summit Wealth Management empowers investors by delivering solid, safely managed growth and trusted advice. Summit’s advisory team delivers clients the greatest probability of goal achievement – consistently excellent returns with appropriate risks. Visit www.mysummitwealth.com.
About the Florida Economic Gardening Institute: The Florida Economic Gardening Institute was created by the 2009 Florida Legislature as the Economic Gardening Technical Assistance Program to stimulate investment in Florida’s economy by providing technical assistance for expanding businesses in the state. Qualified companies must be engaged in the following sectors to receive no-cost technical assistance: Manufacturing; Finance & Insurance Services; Wholesale Trade; Information Industries; Professional, Scientific & Technical Services; Management Services; and, Administrative & Support Services. Additional information is available at www.GrowFL.com.
For more information about this release, please contact: Mitch Levin, CEO Summit Wealth Management, 407-656-2252 levin.mitch@gmail.com; Linda Nelson, Outreach Serivces GrowFL, 407-882-0046 Linda@GrowFl.com; Charlene Hager-Van Dyke, Larry Vershel Communications, 407-644-4142, chagervandyke@yahoo.com
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.