Advisory services offered through CS Planning Corp., an SEC registered investment advisor.
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Passion, Diligence & Resolve

Asset Management should encompass far more than model portfolios, five star funds and an occasional discussion about the benefits of diversification. Markets can be inhospitable, requiring diligence and resolve against uncertainty and inherent distractions. At Seven Summits Capital your success and financial security are our top priorities. Investment solutions are carefully developed in order to foster confidence, create purpose and deliver quantifiable results.

We are inspired by the power of melding aspiration with passion, diligence and resolve. Regardless of the endeavor, success begins with a goal. Achievement requires careful planning, risk assessment, and unshakable conviction. We believe that investing should be goal based and approached with the same level of seriousness that a climber uses to scale the world’s greatest summits..

Success Principles