Architects of a lasting legacy Private Wealth Management
The Summit Group
919-918-2329
800-905-3009
855-409-6756
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
Where you are today is the result of purposeful choices and courageous decisions. Now it's time to build your success into a legacy that lasts generations. As Private Wealth Advisors, we draw upon our global experience to help meet your sophisticated needs. Our role is to be a catalyst for helping you achieve your aspirations, as well as all that you hope to accomplish with your wealth. Talk to us about how we can help you build the legacy that lasts for generations.
Our office locations
317 W. Barbee Chapel Road
Chapel Hill, NC 27517
201 North New York Avenue, Suite 300
Winter Park, FL 32789
Manish Mehta has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021
- Financial Times Top 400 Financial Advisor, 2015
- NABCAP Premier Advisor, 2012, 2013, 2014
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