Summit Bank of Kansas City
distinguishes itself in the marketplace with a strong client focus and the integrity
with which we introduce you to a wide array of wealth management choices through
Capitol Wealth Advisors (our wealth management service provider).
Capitol Wealth Advisors' commitment is to assist you, your families and your businesses
in meeting your wealth management needs by providing advice and quality service
through a dedicated advisory relationship. Through this relationship, you have access
to a complete suite of wealth services.
Let us help you in achieving your life goals by:
- understanding your unique client relationship
- guiding you with a trusted, experienced representative
- delivering the right services and best value to fulfill your financial objectives
Simply put… you get a rewarding experience.
You can choose from our complete program for wealth management:
- Investment management (retirement planning, portfolio analysis, 401k, IRA, 529 college
plans, self directed IRA's)
- Brokerage (online trading, full-service sales and trading components)
- Insurance (term life, whole life, universal life; variable life; annuities; and
long term care insurance)
- Financial and Tax planning*
- Trust (services to be offered through a preferred service provider)
Our Partners:
Online Tools:
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and
registered investment adviser. Member FINRA/SIPC.
Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May
go down in value * not financial institution guaranteed * Not a deposit * not insured
by any federal government agency. Advisory services may only be offered by Investment
Adviser Representatives in connection with an appropriate PrimeVest Advisory Services
Agreement and disclosure brochure as provided.
View PRIMEVEST privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed
to conduct insurance business in limited states. Response to, or contact with residents
of other states will only be made upon compliance with applicable licensing and
registration requirements. The information in this website is for U.S. residents
only and does not constitute an offer to sell, or a solicitation of an offer to
purchase brokerage services to persons outside of the United States.
* For a comprehensive review of your personal situation, consult your Tax Advisor.
Neither PrimeVest, nor any of its representatives, may give tax advice.
Mutual funds, variable annuities and UITs are sold by prospectus. The Prospectus
contains additional investor information such as investment objectives, risks, charges
and expenses. A prospectus is available from an Investment Executive. Please read
carefully before investing or sending money.