Investment Companies in Spokane, WA

The Bozarth Management staff has over fifty years of investment experience to draw from. Take a moment to suit them here. Since 1964, G. David Bozarth has been involved in the financial industry as a Retail Broker, Investment Advisor and Principal Owner of various successful investment firms.

We're passionate about financial performance. Our selective customer roster allows close relationships with those who put their financial trust in us. If you are already a customer, you know the benefits of that. If you are considering Hart, you'll soon discover the benefits for yourself.

Managing approximately $500 million in assets, Summit Capital combines the historical perspective of 70+ years of investment experience among its four primary principals with a new approach to investment management. Through a global multi-asset class investment program, Summit Capital specializes in optimal allocation of its customers' portfolios.

Please read the regulatory and consumer information below. Asset Planning & Management is an investment advisory company, registered with the U.S. Securities & Exchange Commission SEC. Any direct communication by the company with a prospective customer shall be conducted by a representative registered in that prospective customer's state of residence or who qualifies for an exemption from that state's registration needs.

Jay graduated from the University of Denver with degrees covering economics and political science. He has completed the Advanced Estate Planning course from the College for Financial Planning Masters Degree Program.

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