Client Experience

We have a clear three-month process to understand your goals and develop appropriate recommendations.

PHASE 1
Discovery Process

PHASE 2
Develop Comprehensive Investment Strategy and Wealth Management Plan

PHASE 3
Investment Strategy and Wealth Management Plan Meeting

PHASE 4a
Begin Ongoing Execution of Wealth Management Plan

PHASE 4b
45-Day Follow-Up Meeting

PHASE 5
Ongoing Monitoring of Investment Strategy and Wealth Management Plan

 

 

 

 

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

GET STARTED

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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