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

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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

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The Retirement Summit Radio Show

The Peak of Financial Advice


The Retirement Summit is a weekly radio show featuring Shawn O’Keefe, Dan Blair, Melissa Blair, and Ben Smith of Summit Wealth Strategies. Join Shawn, Dan, Melissa and Ben 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

Learn more


Financial advisor Ben Smith wants to help people enjoy their retirement by working to reduce worries about market risk and rising taxes and building plans to help weather whatever storm might come. Each week on his radio show The Retirement Summit, Ben shares his ideas to debunk common myths that many Americans believe about retirement.

104.3 FM KSLM
Saturday 7-8 a.m.

1430 AM KYKN
Saturday 9-9:30 a.m.

1190 KEX
Sunday 6:30-7 a.m.

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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

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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.

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