Where Tax Strategies Meet
Wealth Planning

Learn More about our Tax Strategy

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.

Tax Strategies

Deferring Taxes on Capital Gains

If you have highly appreciated assets with over $500,000 in capital gains exposure, then the deferred tax strategy may be
A Way Outfor you by providing you with a strategic way to engineer the assets you receive.

Book an Appointment to Learn More

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
and want to get the most value out of my investments.

The Retirement Summit logo

The Retirement Summit Podcast

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.

Subscribe to our podcast on Apple Podcasts, Google Play, Spotify, or iHeartRadio and start listening now!

Apple Podcast Logo
Spotify Podcast Logo
iHeart Radio Logo

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, Dan Blair or Summit Wealth Strategies is stated or implied.

Summit Wealth Strategies in the Media

Shawn O'Keefe and David Wilkinson on TV news set

As Seen and Heard On:

Market Guard® Methodology

Market Guard logo
Help prevent the next market crash from wiping out your life’s savings with Market Guard®.Market Guard® is the endurance to get you to the Summit – the Retirement Peak Income Plan is the path to the Summit.

Learn more about market guard

Get Your Complimentary Portfolio Analysis

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 customized Retirement Peak Income Plan designed to meet your financial needs.

View our services

Stock photo of 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

Summit Wealth Strategies Complimentary Offer

Take the next step in your retirement journey!

Deferring Taxes on Capital Gains

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.

Start Now

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!

Start Now

Complimentary Retirement Peak Income Plan

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.

Start Now