Silvertree, LLC Email Format
Financial ServicesWisconsin, United States2-10 Employees
Silvertree, LLC operates as an investment advisory and financial planning service offered through Summit Financial, LLC, an SEC-Registered Investment Adviser doing business as Silvertree. Based in Stevens Point, Wisconsin, the firm provides guidance aimed at helping clients navigate financial decisions within the broader financial services industry. The relationship with Summit clarifies that Silvertree’s opinions and third-party content are not endorsed by Summit and that visitors may encounter material from external sources; the organization emphasizes that its statements do not constitute investment recommendations or advice. The business is relatively small in scale, indicating a specialized practice focused on personalized advisory and planning services for its clients.