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Why Summit?

 

Comprehensive Wealth Management


When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track. Summit Financial will not only assist in accomplishing your financial goals but also strive to bring Financial Peace to your household. Our Summit Team will bring together your entire financial picture. From the combined holdings of your business interests, real estate holdings, and investment accounts, we endeavor to design a comprehensive plan to help meet your financial and estate goals not only throughout your lifetime but also during the lifetime of your loved ones for generations to come. If needed, we will also work very closely with your CPA and estate attorney to proactively prepare for any tax burdens or estate planning issues.

True Wealth Management Team


When you become a client of Summit Financial Wealth Advisors, you gain a true team all working towards your personal goals and objectives. Our noncompetitive, Wealth Management Team brings together a vast amount of knowledge and diverse skill sets under one roof working cohesively for you and your family. A comprehensive financial plan created by a team of advisors under one roof ensures that your investment portfolio remains properly allocated and aligned with your financial needs while also saving you money in fees as opposed to hiring multiple financial firms.

Personalized Independent Advice


We at Summit Financial are an independent firm and have a fiduciary duty to our clients. This means that with every decision or service we provide, we must always place the interest of you and your family first. Based on your risk tolerance and future goals, our team will select the appropriate investment model that best aligns with your needs. All of our investment models are created by our own Investment Committee using independent unbiased research. We will never favor or select an investment at the sacrifice of your goals and interests. Summit Financial Wealth Advisors are not legal or tax advisors. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.