Summit Wealth Management

Summit Wealth Management is a leading wealth management firm headquartered in St. George's, Grenada, offering comprehensive financial planning and investment management services to affluent individuals and institutional clients. Established in 2019, the firm provides expert guidance in areas such as portfolio management, estate planning, tax optimization, and philanthropic advisory. Summit Wealth Management focuses on creating customized strategies that help clients grow and protect their wealth while aligning with their long-term financial goals.

Founded by Jonathan Roberts, a veteran in the global financial services industry, the firm has grown into one of Grenada’s top wealth management firms. Roberts’ goal was to provide a world-class wealth management service that combines local market expertise with international financial acumen. The firm has a strong focus on building lasting client relationships through personalized service, transparency, and innovative financial solutions.

Summit Wealth Management upholds values of excellence, integrity, and client-first service. In 2023, the firm managed assets worth $200 million, with a diverse portfolio that includes investments in global equities, real estate, and alternative assets. Looking ahead, the firm aims to expand its footprint by offering specialized services for family offices and launching exclusive investment products for ultra-high-net-worth clients interested in Grenada’s burgeoning real estate and hospitality sectors.