7 Summits

Investment Management

An Independent Financial Advisory Firm

Welcome to 7 Summits Investment Management

7 Summits Investment Management is an independent, fee-only Registered Investment Advisor (RIA) located in Irvine, CA.

At 7 Summits, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.

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We're Different

In an industry built to maximize its own profits, we know the client should always come first. And while lots of financial firms talk that talk, we actually walk the walk.

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Wealth Management

As comprehensive wealth managers, we want you to be secure and confident about your entire financial life. We help our clients to reach all of their financial goals.