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