Summit Street Wealth Management: Moves to new location

Contact: Becky Miller, Media Relations Phone: (262) 560-2077 E-mail: becky.miller@fbfcwi.com

Summit Street Wealth Management Moves to New Location

Summit Street Wealth Management (SSWM) has moved to their new office at 1300 Summit Ave., Suite 203, in Oconomowoc, conveniently located above the First Bank Financial Centre (FBFC) branch.

A resource of FBFC, the passionate advisors of SSWM work with customers throughout Southeast Wisconsin and Madison to provide comprehensive financial planning, business planning, estate planning, trust services*, and a wide array of insurance solutions.

“As we continue to assist more clients with financial planning, it was critical for us to find a space that allows us to grow and meet their needs. We’re thrilled to have found just such a space right here in Oconomowoc,” said Todd Sivak, VP and Director of Wealth Management for SSWM, ChFC®, CFP®, CFS, CFBS.

For more information about Summit Street Wealth Management, please visit www.summitstreetwm.com, or call (262) 354-6000.

*Trust services are offered through the MassMutual Trust Company, FSB.

Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015. Summit Street Wealth Management LLC and First Bank Financial Centre are not affiliates or subsidiaries of MML Investors Services, LLC, or its affiliated companies.

NOT A BANK DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY ANY BANK • MAY GO DOWN IN VALUE