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Meet Summit Advisory Services.

Meet Summit Advisory Services.

Welcome to Summit Advisory Services, where opportunities unfold and financial goals take center stage. Born of SLG Financial Advisors and Summit Financial Inc., our rebranded entity is a testament to a shared vision of empowering clients with exceptional financial solutions. Beyond the merger, Summit Advisory Services marks a new chapter in client-centric excellence. With an unwavering commitment to innovation and personalized service, we offer a unique opportunity for clients to not only navigate but thrive in the dynamic world of finance. Our seasoned team bring a wealth of knowledge to tailor solutions that stand the test of time, helping to ensure that every client journey creates a path to your financial goals. Welcome to a world of enduring financial possibilities at Summit Advisory Services.

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Our Process

Our reimagined identity stands as a symbol of our collective commitment to providing clients with outstanding financial services. Beyond the merger, Summit Advisory Services represents a fresh chapter in the pursuit of client-centric excellence. Fueled by an unyielding dedication to innovation and individualized service, we present a distinctive prospect for clients not just to navigate, but to prosper in the ever-evolving landscape of finance. Our experienced team brings a reservoir of knowledge to craft solutions that withstand the tests of time, helping ensure that each client's journey paves the way toward their financial aspirations.





Meet Your Summit Team.

Fredrick  Pepperday

Fredrick Pepperday

Investment Advisor Representative

Lindsay  Gugliuzza

Lindsay Gugliuzza

Professional Assistant | Office Manager

Wendy  Szymanski

Wendy Szymanski

Professional Assistant | Paraplanner

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