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Summit Total Access is a wealth planning tool that offers a comprehensive view of a person’s financial picture. With the click of a button, see your accounts, transactions, and goals updated daily.

The Summit Portal is a go to resource for performance analytics. Also, keep up to date on your account activity including dividends and interest. Download our app in the App Store by searching Summit Wealth Strategies.

Monitor your accounts online through your Fidelity login. View and print statements, access tax forms, and more.

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



Let us know how we can help you today!

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

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

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

© Summit Wealth Strategies 2016                   Disclosures Page

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