Our inspiration comes from working closely with so many successful families and businesses owners each and every day. - Todd Lambert, Partner
"We are partners in our clients lives, involved in decisions big and small. Your team here at Summit Financial Wealth Advisors is dedicated to your success and the preservation of your wealth." - David Daniel and Fred Werner, Co-Founders
When David Daniel and Fred Werner decided to form Summit Financial, they had one goal in mind: to always put their client's needs first. This philosophy has been passed on to everyone on their team and it shows. In the end, their client's success is their own, and that's the basis for everything they do.
Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.
We believe getting to know our clients is the first order of business. Our firm works to deliver reasonable rates of return without undo risk.
Business owners face complex issues when it comes to retirement plans, portfolio management, estate planning, insurance planning, risk management, and business transfer planning. Find out how we can help.
Learn more about our team. We offer advice and guidance on matters that are of the utmost importance to you.