WELCOME TO SUMMIT WEALTH STRATEGIES

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Summit Wealth Strategies we know how to disrupt the status quo and want to help you do the same.

It's your life, you should live it the way you want. Our advisors believe that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help

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Over the last 10 years, we have helped over 700 families and businesses across 38 states.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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SWS Economic Status Update

SWS Economic Status Update

Economic Indicators Forward-Looking Three to Six Months

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