The Sommer Francis Financial Group
The Sommer Francis Financial Group strives to protect and grow wealth for affluent clients. Our strong client retention rate is a testament to both our proven strategies and exceptional client service.
We are here to ensure you and your family are well taken care of now, and in the future.
Wealth management is more than just investments.
Our advisory practice is built on a team approach which means that you have immediate access to a team of specialists who have worked with clients in similar financial situations and do not rely on the limited expertise of a sole financial advisor. We carefully consider and integrate all relevant information to structure a wealth management strategy built around what is most important to each client. Our number one priority is working one on one with each client in order to help you achieve your financial goals.
Invest well. Live better.
Comprehensive Investment Management Strategy