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About LeRoy Wealth Management Group at Summit Financial

LeRoy Wealth Management Group at Summit Financial, LLC is a premier financial planning and advisory group. For over 25 years, Founder John LeRoy and his team have been providing comprehensive financial planning and wealth management solutions to high net worth clientele. Our clients include senior executives, successful entrepreneurs, owners of private corporations, and others- all which we refer to as the "I.R.S"- Intelligent, Responsible and Successful. These individuals know the areas they excel in, but can also acknowledge and appreciate the fact that they many not have the time, training or interest to properly coordinate their own financial planning. Our relationship and personalized approach will empower you to focus on the things you value most, while knowing your financial future is secure. Visit us at www.leroywealth.com to learn more about the LeRoy Wealth Group at Summit Financial, LLC and our unique approach to financial planning. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor, doing business as LeRoy Wealth Management Group 4 Campus Drive, 2nd Floor, Parsippany, NJ 07054. Phone: 973-285-3600, Direct Office Phone: 973-285-3634. E-Fax: 973-201-0994. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be att

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