Create the Life You Want and the Legacy You Will Leave

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve real wealth – everything money can’t buy and death can’t take away.

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Riskalyze enables our advisors to pinpoint an investor’s Risk number and build a portfolio that contains just the right amount of exposure. The Risk Number technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

About Summit Wealth Strategies

True partners help you achieve your best life possible.

At Summit we work with you, not just for you, by taking the time to clearly understand your needs and objectives.

Working collaboratively with you and on your behalf, we provide 100% transparency in your costs and our compensation.

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Our Services

retirementplanning

RETIREMENT PLANNING

estateplanning

ESTATE PLANNING

businessplanning

BUSINESS SUCCESSION PLANNING

executivecompensation

EXECUTIVE COMPENSATION MANAGEMENT

insuranceliability

INSURANCE LIABILITY MANAGEMENT

familyneedsplanning

FAMILY NEEDS PLANNING

alternativeplanning

ALTERNATIVE PLANNING

News & Insights

Weekly Market Commentary November 6th, 2017

­Weekly Market Commentary November 6, 2017   The Markets   “Taxes are what we pay for a civilized society.”   U.S. Supreme Court Justice Oliver Wendell Holmes’s statement is engraved on the front of the Internal Revenue Service building in Washington,...

Weekly Market Commentary October 30th, 2017

Weekly Market Commentary October 30, 2017   The Markets   The last full week of October was a box full of surprises.   First, U.S. economic growth exceeded expectations. The devastation wrought by Hurricanes Harvey, Irma, and Maria was widely expected...

Weekly Market Commentary October 23rd, 2017

­Weekly Market Commentary October 23, 2017   The Markets   And the hits just keep on coming.   Last week was the anniversary of Black Monday. On October 19, 1987, the Dow Jones Industrial Average (Dow) lost 508 points, or more than 20 percent of its...

Weekly Market Commentary October 16th, 2017

Weekly Market Commentary October 16, 2017   The Markets   There’s a new kid in town: narrative economics.   Last week, Richard Thaler was awarded the Nobel Prize in economics. His work in behavioral economics and finance recognizes not all economic and...

Weekly Market Commentary October 9th, 2017

Weekly Market Commentary October 9, 2017   The Markets   Slow and steady...   It has been 332 days since the Standard & Poor’s 500 (S&P 500) Index experienced a 5 percent drop, reported Barron’s. If there isn’t a selloff on Monday or Tuesday,...

Weekly Market Commentary October 2nd, 2017

Weekly Market Commentary October 2, 2017   The Markets   A lot happened during the third quarter of 2017, but not much changed.   The bull market in U.S. stocks continued to charge ahead. Traditional measures of valuation continued to suggest the market...

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OUR LOCATIONS

Let us know how we can help you today!
info@swsllc.com

Chesterfield, Missouri
16020 Swingley Ridge Rd.
Suite 110
Chesterfield, MO 63017
636.532.0088
(F) 636.532.4425

Jefferson City, Missouri
2411 Hyde Park
Jefferson City, MO 65109
573.636.0914
(F) 573.636.0910

Springfield, Missouri
2833B E. Battlefield Road
Suite 112
Springfield, MO 65804
417.881.3919
(F) 417.881.5051

© Summit Wealth Strategies 2016                   Disclosures Page

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