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.
If you have highly appreciated assets with over $500,000 in capital gains exposure, then the deferred tax strategy may be
for you by providing you with a strategic way to engineer the assets you receive.
I’m in the midst of my career
and 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.
You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about 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™.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Shawn O’Keefe or Summit Wealth Strategies™ is stated or implied.
Summit Wealth Strategies™ offers an array of financial tools and strategies to help you work toward your retirement goals. Click here to discover how we can help create a customized Retirement Peak Income Plan designed to meet your financial needs.
Summit Wealth Strategies™ is a financial firm with a duty to help you work toward your retirement goals in a way that best serves you. Click here to meet our team of experienced retirement professionals.
Do you have highly appreciated assets with over $500k in capital gain exposure? If so, click below for a free consultation to discuss our tax deferral strategy.
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!
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.