Disclosures

Summit X, LLC doing business as Summit Wealth Strategies is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit Wealth Strategies unless a client service agreement is in place. 

Summit Wealth Strategies provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Summit Wealth Strategies is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

Blogs – This commentary on this website reflects the personal opinions, viewpoints and analyses of the Summit X, LLC doing business as Summit Wealth Strategies employees providing such comments, and should not be regarded as a description of advisory services provided by Summit Wealth Strategies or performance returns of any Summit Wealth Strategies Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Summit Wealth Strategies manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Email – Services offered through Summit X, LLC doing business as Summit Wealth Strategies, a Registered Investment Adviser. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please send an email to [EMAIL].

Hyperlinks – Summit X, LLC doing business as Summit Wealth Strategies provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Summit Wealth Strategies is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Performance Reporting-  This brochure is solely for informational purposes. Presentations of back-tested performance are hypothetical, were compiled after the end of the period advertised, and do not represent decisions made by Summit X, LLC doing business as Summit Wealth Strategies during the period described. For actual results that are compared to an index, all material facts relevant to the comparison are disclosed herein and reflect the deduction of advisory fees, brokerage and other commissions and any other expenses paid by Summit Wealth Strategies’ clients. Advisory services are only offered to clients or prospective clients where Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit Wealth Strategies unless a client service agreement is in place.

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