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In 2011, to assure long-term continuity for our clients, Eagle Wealth Management, Inc. was merged into Summit Wealth Management, Inc. ("SWM"). And, in 2012 the Florida division of SWM was spun off as Summit Wealth Partners, Inc., which today is a large, nationwide registered investment advisory firm, headquartered in Orlando, FL.
Every ship owner needs a seasoned captain to build and maintain his vessel, to navigate through deep and occasionally rough waters, and to steer prudently toward their desired destinations.
You are the owner of your “ship of dreams” - your home, your business, your family, your finances. You've planned diligently, nurtured patiently and worked to secure your future. A seasoned ship’s captain will help you plot your course and steer you to a lifestyle and wealth management goals you're now ready to enjoy.
Relax a bit and let a wealth management professional – your ship’s captain - take the helm to manage your investments. Then, you'll be free to create more time to discover all the ports of call still ahead for you and your family.
Rely on Joseph M. "Jette" Browne, CFP®, to focus on the details of your personal finances and investment portfolio. With decades of leadership, strategic planning and money management expertise, you can expect reliable, experienced, technically savvy and intuitive financial advise.
Consider Jette the financial captain of your ship and contact him today for a no-obligation, no-cost consultation.