Summit Wealth Strategies believes that financial planning is the foundation for providing independent and objective advice.
At Summit Wealth Strategies, we believe in doing what is in the best interest of our clients by holding our firm to a fiduciary standard. We have partnered with Impact Partnership Wealth, a registered investment advisor firm. Summit Wealth Strategies and the Impact Partnership Wealth are not affiliated firms. The Summit Wealth Strategies team is focused on bringing our business and individual clients, tax and investment strategies that have notable impacts.
We are a boutique financial firm that has no ties to any proprietary life insurance or investment company product offerings. Being independent allows us to provide complete objectivity and transparency for our individual and business clients. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life.