Who We Are

Who We Are

Our proficiency is delivering custom advice based on a deep understanding of your life's roadmap.

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Our Process

Our Process

We always start with the big-picture view of your life and finances. The first time we talk, it's a stress-free get-to-know-each-other conversation.

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Our Services

Our Services

Our team works with individuals and businesses to develop custom strategies based on your unique needs. 

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Building a financial strategy you're confident in always starts the same:

Getting clear on the "big picture" of your financial and life situation.
That's why, when you meet with us, you won't get a long-winded sales pitch about some "investment opportunity of a lifetime!"

Instead:

We'll get to know you.

We'll answer your questions.

We’ll educate you about your options.

We’ll build financial strategies customized for what’s important to you.

We’ve been doing this a long time, and we’re good at it.

Summit Wealth Strategies is where you'll find the professional capabilities you shouldn't live without, and the personal touch you deserve.

You may never find another team of Financial Advisors who understand and care about you and your money like we do.