Summit Wealth & Retirement Planning, Inc.
Summit Wealth & Retirement Planning, Inc., doing business as Summit Wealth & Retirement Partners (SWRP), is a San Ramon, California-based registered investment adviser founded in 1987. The firm is majority-owned by Robert Cucchiaro and provides comprehensive financial planning and asset management services to high-net-worth individuals, families, and business owners. With an employee count estimated between 10 and 20, SWRP specializes in wealth management, retirement planning, estate planning, risk management, tax planning, and multi-generational strategies, emphasizing personalized solutions and fiduciary service to its clients.
Investment Strategy
Summit Wealth & Retirement Partners employs a personalized, integrated approach to wealth management that includes financial planning, retirement planning, risk management, tax planning, estate planning, and multi-generational strategies. The firm tailors financial plans based on each client’s financial circumstances, goals, and risk tolerance, and provides ongoing asset management, investment allocation consulting, and portfolio supervision. SWRP acts as a fiduciary, focusing on the client’s best interests and delivering ongoing advice and support through all life stages.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGC | VANGUARD WORLD FD | 12.98% | $48.3M | 214,932 | $139.17 | $224.92 | +$5.1M |
S SCHV | SCHWAB STRATEGIC TR | 12.23% | $45.6M | 1,646,926 | $20.77 | $27.67 | +$2.0M |
S SCHG | SCHWAB STRATEGIC TR | 12.14% | $45.2M | 1,547,821 | $11.88 | $29.21 | +$6.4M |
S SCHF | SCHWAB STRATEGIC TR | 7.55% | $28.1M | 1,271,836 | $16.78 | $22.10 | +$3.4M |
G GLTR | ABRDN PRECIOUS METALS BASKET | 5.62% | $21.0M | 151,650 | $83.36 | $138.15 | +$1.7M |