For nearly four decades, we’ve been by your side, guiding you through the world of finance with a personal touch. We believe that a secure financial future is within your reach with proper planning. By focusing on what’s in our control, instead of the latest internet headlines, we eliminate the noise.
the Summit Difference
At Summit Wealth Partners, LLC, the difference lies in our approach and execution. We focus on security and peace of mind through comprehensive financial planning, skillfully managing financial risks and preparing for various scenarios. Our commitment extends beyond standard advisory services to client-first solutions, backed by evidence-based research and a diverse, collaborative team. Active community involvement and a dedication to responsive, customized support further highlight our distinct approach. Our team of specialized advisors is dedicated to providing each client with personalized financial strategies, making us a standout in the financial advising field.
Our Philosophy
At the heart of Summit Wealth Partners, LLC lies a simple truth: everyone’s financial story is unique. That’s why our advice isn’t one-size-fits-all. What is rational and reasonable for one person, may not be for another. We dive into the details. Because everyone’s story is unique, a process starts with a meeting where we ask many questions so we can find out as much about your situation as possible. You won’t hear our Advisors bragging about how great they are, it doesn’t really matter. What’s important is your concerns.
We’re in this for the long haul. We don’t control the financial markets, we control the way we respond to the inevitable volatility. With Summit Wealth Partners, LLC, you get more than advice; you get a commitment to integrity, transparency, and excellence. Our promise to you is steadfast—we act in your best interest at every turn. It’s not just what we do; it’s who we are. Every recommendation we make is focused on improving your financial life because your success is our success.
Our Commitment
As fiduciaries and Certified Financial Planners (CFP®), we are legally required to prioritize your interests first. This responsibility shapes our approach, ensuring that your financial well-being is the central focus of our recommendations and planning. Our dedication to this principle is steadfast, offering you the confidence that your financial goals are paramount in our advisory services.
