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Summit Total Access is a wealth planning tool that offers an aggregated, comprehensive view of a client’s complete financial picture. Including accounts held outside of our management, as well as features and functions that enable more complete cash flow and goal based planning.  With a click of a button, our clients can see their complete financial picture, updated in real time, to reflect a moving motion picture of their financial lives.

Summit Account Access is our performance reporting software for our clients who entrust us to actively managed their investment accounts and financial planning needs.  The portal allows clients to experience the full transparency that our firm feels is critical in today’s environment; from performance reporting, to transaction history, to fees.  No matter what the situation or question may be, we will ensure our clients have the tools and resources required to achieve the life they want, and the legacy they will leave.

We can help you take control of your financial future and beyond

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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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