Triple Summit Advisors

Triple Summit Advisors, LLC is an independent fee-only registered investment advisor that provides wealth management and financial planning services to individual clients, including four investment strategies based on diligence, patience, and discipline. It was founded in September 2015 by Wei Wang, CFA, CFP and Dan Kanivas, CFA, CFP, with a primary office in Newton, Massachusetts and an additional location in Mercer Island, Washington.