Summit Wealth Management, Inc. Nominated For Florida Companies To Watch Award
Summit Wealth Management was recently nominated for the 2011 Florida Companies to Watch Award.
Orlando, Fla. – October 11, 2010 – Summit Wealth Management, Inc. – Florida offices, has recently received the distinct honor of being nominated for the 2011 Florida Companies to Watch Award.
Summit Wealth Management has the opportunity to join an elite group of nationally recognized companies as part of Florida Companies to Watch, an awards program that celebrates second-stage companies throughout the state of Florida. Presented for the first time across the state of Florida, this program is the premier award for second-stage businesses in the state.
Summit’s mission is to “Empower investors to achieve Full Financial Health.” Summit Wealth delivers: Solid Growth. Safely Managed. Trusted Advice. Creating a Better Future.
To be eligible for this award, a company must be a privately held, commercial enterprise that is currently in a stage of growth and past the start-up phase. Qualifying companies must also be headquartered in the state of Florida, employ between six and 99 employees, and have between $750,000 and $50 million in annual revenue.
The 2011 Florida Companies to Watch Award Ceremony will be held on February 17, 2011 at the Rosen Shingle Creek Resort in Orlando.
Summit Wealth Management, Inc. – Florida’s CEO & Managing Director Mitch Levin remarked, “We are very excited to be nominated for this great award. It is a nice recognition of all of the hard work our staff has put in to get our company to where we are today. We are pleased with the growth of Summit Wealth, and expect great things in the coming years.”
For more information about Mitch Levin please visit
About Mitch Levin:
Mitch Levin, MD, CWPPtm, CAPPtm, CEO & Managing Director of Summit Wealth – Florida Division, a Registered Investment Advisory firm. Summit Wealth is dedicated to “empowering investors to build, protect, and preserve their prosperity through their own Financial Fortress.”
He is an “A” rated Florida State Representative of the Asset Protection Society (www.apsociety.org), and is a member of the Wealth Preservation Institute (www.thewpi.org), the National Association of Professional College Advisors (www.napca.org) as well as the National Association of College Financial Advisors (www.nacfa.com), and the Financial Planning Association (www.fpa.org.) Author, speaker, trusted advisor: Dr. Mitch is the co-author on many articles, and several other books (The Lies My Broker Taught Me; and 101 Truths about Money and Investing; and Secrets if a Worry Free Retirement), and has been featured in several educational CD’s (The Seven Deadly Investor Traps, How the Really Smart Money Invests), and in the acclaimed documentary movie “Navigating the Fog of Investing” along side several Nobel Prize Laureates. He has appeared on ABC, NBC, and in USA Today.
In addition, Mitch is certified in Florida to provide Continuing Professional Education credits to Certified Public Accountants. Some of his speaking engagements include, “The Myths of Investing,” “College Funding Solutions,” “This Time is (Never) Different,” “The Affluent Survival Guide,” “Why Mutual Funds Stink,” “Why Your Insurance Agent is Costing You Tens or Hundreds of Thousands of Dollars,” “How to Prosper in the Reign of Error,” and “Your Asset Protection is Inadequate.”
His clients are nice, affluent people, who actually may be furious when they discover — too late — the poor outcomes, outrageous and hidden fees, and unnecessary taxes they have to pay. And the excessive risks they’re taking—that’s another conversation completely. They’re bombarded with mixed, or negative, or outright fear-mongering messages. They sometimes wake up in the middle of the night in a cold sweat. These people feel cheated.
Some are worried sick about the markets ups and downs… and their futures don’t look so rosy anymore. How to pay for college, retirement, eliminate their mortgage burden. They’re looking for new ideas and don’t know who to turn to.
Still others are honest enough to admit they’re failing miserably in their investments, trying to pick stocks, or time the markets, or chase mutual fund track records. They would stop, but no one has the guts to provide a viable alternative, to tell them the truth, to tell them they’re wasting time while losing lots of money. They’d have a better chance at the roulette wheel, without the fun.
Mitch and Summit Wealth’s mission is to “Improve the world, one investor at a time. Empowering investors to achieve Full Financial Health.” Summit Wealth delivers: Solid Growth. Safely Managed. Trusted Advice. Creating a Better Future.
They help stop the financial malpractice and facilitate the cure for financial cancer. To progress from scarcity, losses, fear, and frustration to abundance and peace of mind, he provides a completely independent financial second opinion.
While in medical school, Mitch was instrumental in setting up the first (and completely student financed) long-term endowment campaign through insurance and derivative products. He was recruited by then Orlando Regional Medical Center to open the first full time eye surgery practice at one of its facilities. The practices grew to several locations with dozens of employees, including several now prominent surgeons. He has lived with his family in Central Florida since 1986, and has been involved professionally in the financial world since 2005.
A small business owner, Mitch has built, grown, bought and sold several other business entities. In addition, he is a successful commercial real estate investor. Dr. Mitch is a major donor to charitable organizations, and has served as an officer on several Boards of Trustees. The knowledge he gained through these experiences contributed to his personal financial success and the ability to pursue his passion of educating and assisting others in their quest for financial freedom.
Contact: Mitch Levin at Summit Wealth – 866.977.2252
For more information about Mitch Levin please visit http://www.mysummitwealth.com