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Welcome to Summit Financial Wealth Advisors. 

For more than 20 years, we have been working closely with individuals, families and businesses developing customized financial solutions to address their unique goals. We work hard to build and continually refine financial plans that enable our clients to achieve their unique objectives without taking unreasonable risk to get there.

And when you work with Summit Financial Wealth Advisors, you are supported by a team of professionals who are focused on your best-interest because we are guided by a fiduciary standard of care that requires us to always put your needs first.

If you want to work with a wealth management team that works as hard as you do and is as committed to your success as you are, let’s start a conversation.  

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Teamwork on your behalf

When you choose to work with Summit, you have our full team behind you. Every office and every employee is working collaboratively toward helping you achieve your goals.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Building Wealth

Building Wealth

Our prudent approach to building wealth centers on you; your needs and your objectives as well as your ability to save and your appetite for risk.

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Protecting Your Family

Protecting Your Family

We seek to create strategies to help protect you financially from life events that could threaten to throw you off track.

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Maximizing Retirement

Maximizing Retirement

Answering “Will I have enough?” is crucial to preparing for retirement. We offer strategies to determine what you’ll need and establish a plan for how to get there.

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Leaving a Legacy

Leaving a Legacy

Our comprehensive planning helps you to prepare financially for today as well as for generations to come.

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<p>Variable Universal Life Insurance</p>

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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<p>Breaking Down the Parts of Medicare</p>

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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