Summit Wealth Strategies

Summit Wealth Strategies is a boutique financial firm that offers white-glove services without high costs. With over 60 years of combined experience, the team is backed by LPL Financial as their broker-dealer. Clients value the firm's personalized approach, where advisors focus on understanding individual financial goals and crafting tailored solutions. The firm provides user-friendly account setups, online asset mapping, and financial monitoring tools for real-time feedback. Regular video calls keep clients informed on market conditions, and the advisors are recognized for their integrity, knowledge, and availability, making the financial planning process less stressful. Clients have expressed deep gratitude for the guidance and support received throughout their financial journeys. Many appreciate the attention to detail and the tailored strategies offered, including an “enable your lifestyle” approach to investments, security, and liquidity. Advisors are known for being friendly, easy to communicate with, and responsive to client needs, reinforcing their trust in the firm. Summit Wealth Strategies is highly recommended for its professionalism, support, and the peace of mind it provides to clients navigating their financial futures.