ELIZABETH SUMMERS
Wealthspire
As a Certified Exit Planning Advisor (CEPA®), Elizabeth Summers is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Elizabeth Summers - - Wealthspire - Shorewood, Wisconsin, city=Shorewood, display_country=United States, hs_object_source_detail_1=Find A CEPA (February 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=elizabeth-summers, lname=Summers, hs_object_source_id=enrollmentId:1555434351116;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20February%202025/Summers-Elizabeth-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-FEBRUARY.pdf, hs_createdate=1741359565283, cohortium_profile_title=Elizabeth Summers | Attorney at Wealthspire | CEPA Connect Member, state=Wisconsin, id=24895579965, advisor_type=Attorney, custom_page_title=Exit Planning Institute - Find a CEPA | Elizabeth Summers, email=elizabeth.summers@wealthspire.com, cohortium_meta_description=Connect with Elizabeth Summers, a specialized Attorney working with Wealthspire based in Wisconsin., associated_contact_record_id=78519762978, website=www.wealthspire.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20February%202025/8894_Summers_CEPA-Certificate-2025-February.pdf, is_editable=editable, url_slug_2=elizabeth-summers, impersonate_user_url=https://exit-planning-institute.org/member-detail/elizabeth-summers?impersonation=true, full_name=Elizabeth Summers, hs_lastmodifieddate=1764932327667, phone=7735608552, company_name=Wealthspire, name=Elizabeth, hs_object_id=24895579965, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=53211, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Attorney
- Website:
https://www.wealthspire.com - Phone: 7735608552
- City: Shorewood
- State: Wisconsin
- Postal Code: 53211
- Country: United States
- Designations:
- Markets Served:
- Company Name: Wealthspire
