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.
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.
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 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.