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STRATEGIC WEALTH MANAGEMENT

Wealth Management

Does Managing Your Money Feel Overwhelming?

Between estate planning, asset maintenance, and investment management, wealth management can make your head spin. If the prospect of managing your wealth alone is intimidating, consider partnering with a strategic wealth management advisor. The right partner can take the stress of management out of your hands while making sure your money is on track to sustainable growth.

Summit Wealth Partners is the gold standard for wealth management services. Where many of our competitors force you into a one-size-fits-all solution, we work with you on making a personalized plan that takes your financial situation into account.

Our Strategic Wealth Management Solutions

We offer strategic wealth management services for any situation, including:

Family Wealth Management

Taking care of a family is stressful enough without money concerns. That stress doubles when family troubles collide with money troubles. Summit Wealth Partners offers family wealth management solutions for unique financial challenges, such as:

  • Your child’s college or car payments
  • Real estate management
  • Trust establishment
  • Family business management
  • Elderly care or support

Whatever the case may be, Summit keeps your family’s wealth secure across generations. Nothing makes us more satisfied than helping the children of our clients responsibly manage their wealth.

Ultra High Net Worth Wealth Management

High net worth individuals are constantly putting out fires, and wealth management gets more complex with every dollar that your net worth grows. If you feel like your wealth has grown to a point where you aren’t able to handle it alone, Summit specializes in ultra high net worth wealth management, so you can focus on your priorities while making sure that your money is steadily growing. Outside of personalizing an investment plan for you, we offer estate planning and tax solutions that fit your needs. Make sure that you continue growing your wealth and partner with Summit for high net worth wealth management.

Wealth Planning for Executives

Summit also offers wealth planning for executives that lets you focus on your business’s needs instead of your personal finance. Managing a professional life takes enough focus without the stress of worrying about personal money management. Focus on your career and let us take care of your financial needs.

Sudden Wealth Management

Have you recently accumulated a large sum of sudden wealth? While the process of getting a huge amount of money all at once is exciting, it can be incredibly intimidating. If you don’t know what you’re doing, you may be surprised by how quickly you can spend it. You’ve probably heard the story of a local lottery winner who lost all of their winnings within a year—this happened because they didn’t partner with a sudden wealth management firm.

Even in the scenario that the wealth was expected, like that of an inheritance or trust, having the money in your hands can be different from what you expected. If you’re dealing with sudden wealth, look to Summit. We can make sure that you turn your sudden wealth into long-term financial comfort.

Struggling With Wealth Management?

Subhead: Simplify your financial situation with our wealth management services.

Summit Helps You Stay The Course

The world feels more chaotic every day—don’t let that chaos creep into your finances. A trusted financial advisor can guide you through the storm of modern life and focus on what’s most important. Make money worries a thing of the past by working with Summit Wealth Partners.

Our strategic wealth management services incorporate investment management and wealth planning to create a roadmap tailored specifically to you. We can answer any financial question, including:

  • How can I better manage my taxes?
  • How do I mitigate risk while growing my wealth?
  • How can I protect my assets?
  • What’s the best way to plan for my retirement?
  • What steps do I need to take to prepare my family members for the future?
  • How do I incorporate charitable gifting?

Our depth of experience, comprehensive service, and innovative approach combine to deliver a personalized wealth management experience that helps you reach your goals. Concentrate on the people and things that matter most to you and leave financial concerns to us.

Partner with Summit for:

SOLID GROWTH

Summit’s investment committee uses an evidence-based approach supported by academic research and state-of-the-art technology. Unlike other financial service providers, Summit will never put you at risk, we respect and protect your wealth. That is why we take a disciplined, globally diversified approach to investing that has long-term success in mind. Partner with Summit Wealth Partners for lifelong financial success.

SAFELY MANAGED ASSETS

Your money is safe with us. Summit uses tried and true investment strategies that offer broad diversification, strategic allocations, and planned rebalancing. Our strategies maximize returns at a risk level that you can be comfortable with. At Summit, your money is held and protected by an institutional service custodian of your choosing like:

Our first priority in strategic wealth management is protecting and preserving your wealth. Optimization and growth comes after we guarantee that your investable assets are secure.

TRUSTED ADVICE

Summit Wealth Partners offers unrivaled communication in the strategic wealth management field. Where many wealth management partners will tell you the “what and how” of what you’re doing, Summit tells you the “why” too. We keep things simple, efficient, and effective. Your progress is continually monitored to make sure your financial plan stays on track to reach your goals. Our excellent line of communication gives you the peace of mind to enjoy your life without worrying about your finances.

 

Family of Four on Vacation

Focus on What Matters Most

Our strategic wealth management services let you focus on what matters most in life. Money shouldn’t be a constant source of stress—partner with Summit and it won’t be. Contact us today to secure your financial future.

Wealth Management