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At Summit Wealth Partners, LLC, we take pride in being your financial guide, ready to help with your questions and goals. Whether you’re a new client or seeking guidance on your current path, our team is here with tailored advice and one-on-one expertise. Your financial well-being is our top priority.

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Laughing father carrying his daughter on his shoulders as her mother holds her arms out, a family ready to talk about its future

Where You Can Find Us

Orlando

Palm trees and the Orlando skyline lit up at night beside Lake Eola, home of Summit Wealth Partners

Local: 407-656-2252

Toll Free: 866-977-2252

800 N. Orange Ave. Suite 302 Orlando, FL 32801

Naples

Waterfront with palm trees and buildings at sunset, probably Naples, FL, where Summit Wealth Partners has an office

Local: 239-254-1875

Toll Free: 866-370-2330

999 Vanderbilt Beach Rd. Suite 609 Naples, FL 34108

Fort Myers

Aerial view of boats docked at a marina at sunset, probably Fort Myers, FL, where Summit Wealth Partners has an office

Local: 239-362-9077

Toll Free: 866-370-2330

15050 Elderberry Ln. Suite 6-1 Fort Myers, FL 33907

Grand Rapids

Grand Rapids skyline and the Blue Bridge over the Grand River at dusk, where Summit Wealth Partners has an office

Local: 616-426-8014

2959 Lucerne Drive SE Suite 120A Grand Rapids, MI 49546

Three generations of a family laughing with a baby outside a white house, the moments a long-term financial plan is built around

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