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 December 26th, 2017

Weekly Market Commentary December 26, 2017   The Markets   It’s time to turn your mind to taxes.   Last week, President Trump signed tax reform, officially titled ‘An Act to provide for reconciliation pursuant to titles II and V of the concurrent...

Weekly Market Commentary December 18th, 2017

Weekly Market Commentary December 18, 2017   The Markets   Here we come a tax-reforming…   The reconciliation of Congressional tax reform bills proceeded apace last week, and Congress is expected to vote on the measure early this week. If tax reform...

Weekly Market Commentary December 11, 2017

Weekly Market Commentary December 11, 2017 The Markets “It's the hap- happiest season of all.” While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow Jones...

Weekly Market Commentary December 4th, 2017

Weekly Market Commentary December 4, 2017   The Markets   What will it take to shake investors’ confidence?   From the perspective of unsettling events, last week was jam-packed. North Korea claimed to have the capability to strike the United States...

Weekly Market Commentary November 27th, 2017

Weekly Market Commentary November 27, 2017   The Markets   There was a lot to be thankful for last week.   Stock markets around the world may have ripened to full-slip sweetness this year. Emerging markets have delivered the most attractive returns...

Weekly Market Commentary November 20th, 2017

Weekly Market Commentary November 20, 2017   The Markets   Are investors more like tigers or African wild dogs?   It appears investors – retail and institutional – have become rather like predators. They patiently stalk shares, waiting for a dip, and...

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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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