Summit Wealth Management, LLC is a fee-only registered investment advisory firm providing financial planning, investment consulting and asset management services to individuals, businesses and qualified retirement plans. Our comprehensive financial planning approach allows us to tailor our services to meet your needs. Our firm is dedicated to helping you prioritize goals, assess risk tolerance and investment time horizon, and manage assets utilizing strategies consistent with your needs. As a fee-only service firm, we insure our ability to provide professional and objective advice to our all our clients.

At Summit Wealth, we value the personal relationships we have with our clients and take our role as advisors with great seriousness. Our team of professionals consists of talented and experienced Certified Financial Planners, Certified Public Accountants/Personal Financial Specialists, and registered investment advisor representatives who have many years of business and investment experience. We offer a unique combination of financial, income tax, retirement and estate planning services with our investment advisory services. By gaining an understanding of our clients' risk tolerance and time horizon we are able to provide our clients with the investment solutions best suited to their needs and goals.

 
Retirement Planning Education Planning
Insurance Planning Estate Planning
CFP Investment Services CPA, PFS
   
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