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Nick Routh, CFP® , AIF®
Wealth Management Advisor
D R SUMMIT Wealth Management Inc.

By filling out this Discovery client profile, you are providing the data that you enter to a financial services firm that serves clients like you. As a matter of practice, our firm does not sell or share your information with any third parties. We will use the information to respond to you and provide you with a view of your financial condition. Please feel free to use rough estimates of account values and nicknames as appropriate (ie: Old Employer 401k ~$300k) If you have any questions, please contact us!

Securities offered through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. CA Insurance Lic. #0H83797

5905 Granite Lake Dr. Ste. 110

Granite Bay, CA 95746