Summit Family Office Services, LLC (SFOS) is a Registered Investment Adviser in the state of Washington. The Adviser may not transact business in states where it is not currently registered. Currently, the Adviser is registered in Washington.  SFOS is a traditional investment adviser and does not mange the assets of one ultra-high-net-worth family or group of families. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified Financial Adviser and/or tax professional before implementing any strategy discussed herein.