Summa Global Advisors

Summa Global Advisors We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.

Summa Global's mission is to create and preserve wealth for our clients. We work with each client to develop investment strategies and customize portfolios that help meet their financial and life goals. We also act as the intermediary with our clients' trusted tax and legal advisors.

Celebrating Fathers and Freedom -
06/18/2022

Celebrating Fathers and Freedom -

Happy Easter! 🌷 -
04/13/2022

Happy Easter! 🌷 -

Tax Day is Approaching! -
03/18/2022

Tax Day is Approaching! -

Merry Christmas and Happy New Year from Summa Global 🎄
12/24/2021

Merry Christmas and Happy New Year from Summa Global 🎄

Address

12901 SE 97th Avenue
Clackamas, OR
97015

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Telephone

+15036362022

Website

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