Summit Wealth Advisors

Summit Wealth Advisors is a boutique wealth management firm based in Florence, offering tailored financial services to high-net-worth individuals (HNWIs), families, and entrepreneurs. Established in 2020, the firm specializes in providing personalized wealth management solutions, including portfolio management, tax planning, and estate preservation. Summit Wealth Advisors is known for its expertise in helping clients navigate Italy’s financial landscape, with a strong focus on long-term wealth growth and succession planning.

Founded by Claudia Bellini, a wealth manager with extensive experience in private banking and estate planning, Summit Wealth Advisors offers a client-centric approach, combining expert financial advice with personalized service. The firm’s offerings include customized investment portfolios, real estate advisory, and wealth transfer strategies designed to ensure the smooth transition of assets across generations.

Summit Wealth Advisors operates with values of integrity, client satisfaction, and strategic growth. In 2023, the firm managed assets worth €500 million, supported by its commitment to providing individualized financial solutions. The company plans to enhance its services by incorporating sustainable and impact investing options, helping clients align their portfolios with their values while continuing to grow their wealth.