We work with high-net-worth clients at every stage of life, including business owners working toward their exit plan. Where are you at in your journey towards retirement?
Where Tax Strategies Meet Wealth Planning™
Summit Wealth Strategies™ is a comprehensive wealth management and tax strategy firm. Our mission is to provide investment and tax strategies that help bring clarity and confidence to our clients.
Where Are You On Your Retirement Journey?
Looking for investment guidance.
I’m nearing retirement and need to plan for the next stage of my life.
I’m in retirement and want to get the most value out of my investments.
Summit Wealth Strategies™ Complimentary Offer
Take the next step in your retirement journey!
If you have $1,000,000.00 or more in investable assets
Portfolio X-Ray
Our X-ray will show you what’s working and what’s not. We can show you how much risk you’re taking and answer the question: are you getting the performance to match that risk? Help make sure your retirement is protected and geared for growth and schedule your complimentary Portfolio X-Ray today!
Retirement Peak Income Assessment
Does your retirement plan have these four basic elements: income, asset/growth protection strategies, cost of care, and wealth transfer? We call these your Four Retirement Peaks. Let’s get started with a strategy session with our financial advisor team and build your financial plan to your specific goals.
The Retirement Summit Podcast
You’ve worked your whole career to reach the top of the mountain, but now that you’re near or in retirement, who will help guide you back down the trail? Listen in to hear Shawn O’Keefe of Summit Wealth Strategies™ discuss the different topics and challenges that retirees face in today’s world. Learn how to prepare for retirement with the team from Summit Wealth Strategies™. Listen right here on our website, or subscribe to our podcast on your favorite channel, including Apple Podcasts, Spotify, or iHeartRadio, and catch all our episodes!
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A Dedicated Team of Financial Professionals
At Summit Wealth Strategies™, we take pride in being a boutique independent financial services firm. Our team focuses on delivering tax and investment strategies to our business and individual clients that have a notable impact. As an independent financial services firm, we provide complete objectivity and transparency. We pride ourselves on making real, meaningful changes in people’s lives and look forward to making a difference in yours.
