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Summerfield Wealth Advisors is a unique boutique financial services firm. Here, we play to our strengths and utilize the resources we have in order to create a custom approach for investment and insurance planning. Specialties Include: Wealth Management | Asset Management | Cash Management | Education Planning | Estate Planning | Family Consulting | Institutional Services | Philanthropic Services | Retirement Planning | Socially Responsible Investing | Stock Plan Services | Life Insurance Planning Summerfield Wealth Advisors, LLC., offers products and services using the following business names: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
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Hex Code
Color name
RGB
HSL
CMYK
#6B90BF
Ship Cove
107, 144, 191
214, 40, 58
44, 25, 0, 25
#030A8C
Navy Blue
3, 10, 140
237, 96, 28
98, 93, 0, 45
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
Summerfield Wealth Advisors is a financial services and wealth management practice serving individuals, professionals, entrepreneurs, and small business owners. Based in Summerfield, North Carolina, the firm offers consultations to help clients consider their financial goals and plan for major life and business transitions. Its services include investment and wealth management planning, insurance strategies, retirement planning, estate strategies, and business continuity planning.
The firm also supports first-time investors with education and guidance, and helps clients think about managing risk and preparing for retirement. Summerfield Wealth Advisors works with Ameritas Investment Company, LLC, for securities and investment services, and Ameritas Advisory Services, LLC, for investment advisory services; these entities are not affiliated with Summerfield Wealth Advisors. The site invites prospective clients to schedule a complimentary consultation to determine whether working with a financial professional is a good fit.
Services and products are limited to residents of states where the representative is registered
Brand industry
Finance
Company type
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Year founded
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How do I download the Summerfield Wealth Advisors logo?
The Summerfield Wealth Advisors logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Summerfield Wealth Advisors' brand colors?
The Summerfield Wealth Advisors color palette uses the hex codes #6B90BF, #030A8C and #FFFFFF.
The Summerfield Wealth Advisors name, logos and brand assets are trademarks of Summerfield Wealth Advisors and its affiliates. Brandfetch isn't affiliated with or endorsed by Summerfield Wealth Advisors. Their use is subject to Summerfield Wealth Advisors's brand guidelines.
