Triple Summit Advisors

What We Offer

Triple Summit Advisors provides wealth management and financial planning services to our clients. Our structure as an independent, fee-only Registered Investment Advisor enables us to be honest, impartial, and focused on our clients' well-being. Through a combination of technological savvy, investment discipline, and financial planning expertise, we help clients realize their specific life and financial goals. Your Summit awaits. Enjoy the journey.

PERSONAL FINANCE

Check out our blog for tips and suggestions on how to optimize your personal financial situation.

INVESTMENT MANAGEMENT

Firmly rooted in the three core principles of diligence, patience, and discipline, Triple Summit is proud to offer four investment strategies designed to help our clients harness, protect, and grow their wealth. Learn more here.

FINANCIAL PLANNING

Triple Summit believes that a strong financial plan is the foundation for maximizing long-term wealth. Learn more here.

Blog

Read our latest posts.

See blog archives

2024 Annual Letter

2024 marks the ninth year that Triple Summit Advisors has been in operations, and the eighth full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to…

2023 Annual Letter

2023 Annual Letter 2023 marks the eighth year that Triple Summit Advisors has been in operations, and the seventh full calendar year of results. We take the new year as an opportunity to reflect and share our views in our…

2022 Annual Letter

2022 marks the seventh year that Triple Summit Advisors has been in operations, and the sixth full calendar year of results. We take the new year as an opportunity to reflect and share our views in our annual letter to…

Team

Meet the people that are going to take your net worth to the next level.

Wei Wang, CFA, CFP®

Managing Partner

Graduated from Harvard with a B.A. and M.A.
Over 18 years of experience in the investment industry
Loves table shuffleboard

Dan Kanivas, CFA, CFP®

Managing Partner

Graduated from Harvard with a B.A. & Haas with an MBA
Veteran with overseas service in Iraq and Korea
Very patient with his anxious Yorkie, Casey

Contact us

Analog

EAST COAST
Triple Summit Advisors, LLC
P.O. Box 95141
Newton, MA 02495

WEST COAST
Triple Summit Advisors, LLC
7683 SE 27th Street - #112
Mercer Island, WA 98040

Digital

E-mail: wei@triplesummit.com Phone: 917-633-7418

E-mail: dan@triplesummit.com
Phone: 415-212-6056

TRIPLE SUMMIT ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISER IN THE STATES OF CALIFORNIA, MASSACHUSETTS, NEW JERSEY, NEW YORK, TEXAS, AND WASHINGTON. THE ADVISER MAY NOT TRANSACT BUSINESS IN STATES WHERE IT IS NOT APPROPRIATELY REGISTERED, EXCLUDED OR EXEMPTED FROM REGISTRATION. INDIVIDUALIZED RESPONSES TO PERSONS THAT INVOLVE EITHR THE EFFECTING OF TRANSACTION IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, WILL NOT BE MADE WITHOUT REGISTRATION OR EXEMPTION.

TRIPLE SUMMIT ADVISORS, LLC | COPYRIGHT © 2022 | ALL RIGHTS RESERVED