Your Vision,
Our Guidance.
For over four decades, Summit Wealth Partners, LLC has been your advocate, guiding you through every stage of your financial journey.
A Legacy of Trust and Excellence
Of Assets Under Advisement and Rising
Different States Our Clients Call Home
Certified Financial Planners
Office Locations
Who We Are
With nearly 40 years of experience, our dedicated team stands on the pillars of independence, integrity, and an unwavering commitment to your best interests. For us, every piece of financial advice is a thread in the fabric of your distinctive life story, woven with precision and personal attention. We’re here to offer not just services, but a relationship that grows with you and your family, one that’s rooted in trust and tailored to deliver the peace of mind you seek.
Who We Help
Whether you’re a family planning for the next generation, a business owner strategizing for growth, or an individual looking to retire with confidence, our doors are open. Summit Wealth Partners, LLC embraces clients from all walks of life and financial stages. Our expertise shines in creating harmony between your life’s work and your financial objectives, ensuring that no matter where you are on your journey, we have the expertise to elevate your financial well-being.
We Help
Familes
You’re planning for life’s milestones—college funds, family vacations, and comfortable homes. We’re here to help you secure the memories as well as the means to make them.
We Help
Retirees and Pre-Retirees
You’re envisioning a retirement filled with joy, freedom, and security. We’re here to turn that vision into a strategy that lasts as long as the memories you’ll make.
We Help
Business Owners
With success under your belt, you’re looking to optimize, protect, and further your financial achievements. We’re here to align your financial plans with the rhythm of your life and the heartbeat of your business.
We Help
Professionals
Leading at the top requires a high-level financial strategy to match. We’re adept at navigating the complexities of executive compensation, stock options, and wealth management tailored to your unique position.
What We Do
At Summit Wealth Partners, we offer a financial services sanctuary, tailored to meet your needs. Our comprehensive suite includes Financial Planning, Investment Management, Insurance Planning, Tax Strategies, Estate Planning, and Business Solutions Planning. But it’s not just what we do; it’s how we do it. As your fiduciaries, we’re bound to put your interests first, always. Our culture is steeped in the fiduciary standard – it’s the core from which all our services grow. We’re here to ensure that your financial plan not only meets your current needs but also lays the foundation for a prosperous future.
- Comprehensive Financial Planning
- Investment Management
- Insurance Planning
- Tax Planning
- Estate Planning
- 401(k) Management
- Business Solutions Planning
How We Work
We walk into every meeting with your goals top of mind. Our initial meeting has no obligation on either party and we have no product to sell. Our approach is anchored in a personalized financial plan – the compass that guides our every recommendation and strategy. We believe in the power of understanding your individual goals, which is why we employ a thorough process that begins with listening and ends with a tailored plan designed to navigate the complexities of financial management. With bespoke tools and rigorous stress testing, we ensure your financial plan is robust, flexible, and ready for the future’s uncertainties.
Our Latest Insights
Explore our financial insights at Summit Wealth Partners, LLC, where knowledge meets the power to enrich your financial journey.
