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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Find your Risk Number using the button below!

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 September 11, 2017

Weekly Market Commentary September 11, 2017   The Markets   Last week, the aftermath of Hurricane Harvey and potency of Hurricane Irma dominated hearts and minds, but there were some diversions and some welcome news, too.   The NFL kicked off its 2017...

Weekly Market Commentary September 5, 2017

Weekly Market Commentary September 5, 2017   The Markets   When it comes to economic growth, the government doesn’t measure twice. It measures three times.   Last week, the Bureau of Economic Analysis revised its initial estimate that the gross domestic...

Weekly Market Commentary August 28, 2017

Weekly Market Commentary August 28, 2017   The Markets   Hope floats.   Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all...

Weekly Market Commentary August 21, 2017

 Weekly Market Commentary August 21, 2017   The Markets   Here, there, and everywhere…   Markets around the world appear to be benefitting from global economic recovery.   After pointing out the United States’ economy is the heart of the global...

Weekly Market Commentary August 14, 2017

The Markets Weekly Market Commentary August 14, 2017     North Korea may be a little country, but it can churn up big trouble.   The possibility that verbal hostilities between the United States and North Korea could trigger geopolitical conflict had...

Weekly Market Commentary August 7, 2017

Weekly Market Commentary August 7, 2017   The Markets   Who’s been buying shares of company stock?   Since the start of the bull market in 2009, U.S. companies have been buying their own stock. Stock buybacks peaked during the first three quarters of...

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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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