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, confidence, and added peace of mind.

Where Are You On Your Retirement Journey?

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
want to get the most value out of my investments.

Market Guard® Methodology

Market Guard logo
Help prevent the next market crash from wiping out your life’s savings with Market Guard®.Learn more about market guard

Get Your Complimentary Portfolio Analysis

radio logo: The Retirement Summit

The Retirement Summit Radio Show

The Peak of Financial Advice

About The Show

The Retirement Summit is a weekly radio show featuring Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies. Join Shawn, Dan, and Melissa every week as they discuss the ever-changing landscape of challenges facing retirees today.

Listen to The Retirement Summit on:

logo: KOA 850AM/94.1 FM
KOA 850AM/94.1 FM
Saturdays at 8 a.m.
logo: KHOW 630 AM
Saturdays at 12 noon
Elderly couple reviewing documents

Financial Services

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 plan specifically for your needs.

View our services

businesspeople at a meeting

A Dedicated Team of Financial Professionals

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.

meet our team

Retirement Planning

Take the next step in your retirement journey with Summit Wealth Strategies. Fill out the form below to
book your complimentary portfolio review with us.

  • This field is for validation purposes and should be left unchanged.