Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
You can find both Jennifer Luzzatto and Mike Sigmon in regular appearances on our Facebook page, our Youtube channel, and on WTVR’s Virginia This Morning.
We also often record personal messages for our clients and the greater Richmond community to help you can understand how we are dealing with current trends and events.
Watch our latest videos about financial management, retirement planning, and investment strategies. Let us know if you need help with reaching your financial goals.
Summit Live: Session 3 Has the Stock Market Recovered? Fake News? The Stock Market is a constant headline in the news. But what does it actually mean with when the media tells you the market is down almost 3000 points for the day (like it was on March 16th, 2020)? Or when you hear that…
Summit Live: Session 2 Effects of Presidential Elections on the Market Investors are tempted to make a connection between who wins the White House and what will happen to stock prices. But does history support that theory? Jennifer Luzzatto, president of Summit Financial Partners, goes through the data to see what trends have emerged. …
Summit Live: Session 1 Financial Planning vs Investing… Do they work together? How important is it for your investments to coincide with your financial plan? Do you even need a financial plan? Jennifer Luzzatto and Mike Sigmon talk about how there isn’t a “one size fits all” answer when it comes to you and your…
Jennifer Luzzatto, CEO of Summit Financial Partners, talks with host Jessica Noll on WTVR’s Virginia This Morning, about financial tips, COVID-19, and hope for the future. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on WTVR by searching the station’s website. Republished with permission from WTVR and Scripps Media, Inc. Original…
Jennifer Luzzatto, CFP(r), CFA, discusses how the Coronavirus is affecting Summit Financial Partner’s investment philosophy.
Jennifer Luzzatto, president and founder of Summit Financial Partners, talks with host Cheryl Miller on WTVR’s Virginia This Morning about Jennifer’s latest book Inheriting Chaos with Compassion. Inheriting Chaos with Compassion Jennifer’s book Inheriting Chaos with Compassion helps deal with the tangled and overwhelming financial legacy a loved one leaves behind after passing away. It…
Jennifer Luzzatto, CEO of Summit Financial Partners, joins with host Cheryl Miller on WTVR’s Virginia This Morning, to talk about investment strategies and tips to make sure your money is working for you for a sound financial future. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on WTVR by searching the…
Local Richmond television station WTVR’s Virginia This Morning invited Jennifer Luzzatto, CEO of Summit Financial Partners, to speak with hosts about the three most important documents you need to have in place for when your child turns 18 and becomes an adult. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on…
