SummitWealth Advisors

SummitWealth Advisors is a premier wealth management firm based in Lagos, Nigeria, offering bespoke financial planning, investment advisory, and wealth preservation services to high-net-worth individuals and corporate clients. Founded in 2020 by financial strategist Nkechi Balogun, the firm focuses on creating customized wealth management strategies that cater to the unique needs of Nigeria’s affluent clientele. SummitWealth Advisors is known for its client-centric approach, providing top-tier service and advice on diversified investment portfolios, estate planning, and legacy management.

The firm offers a wide range of services, including offshore investment strategies, private banking, real estate investments, and retirement planning. SummitWealth Advisors has been instrumental in helping clients navigate complex financial landscapes, especially in international wealth management. A notable success for the firm was structuring a tax-efficient investment portfolio for a Nigerian tech entrepreneur, allowing the client to maximize returns while minimizing tax exposure across multiple jurisdictions.

SummitWealth Advisors operates with values of excellence, discretion, and innovation. In 2023, the firm reported assets under management (AUM) of NGN 35 billion, with revenues of NGN 7 billion. Looking ahead, SummitWealth Advisors plans to expand its services by introducing digital wealth management platforms and incorporating impact investing options, enhancing its reputation as a trusted partner for elite financial planning in Nigeria and beyond.