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Mission Statement

Client Centered

Summit Wealth Strategies, LLC (SWS) believes that financial planning is the foundation for providing independent and objective advice. 

At SWS, 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 Resources Investment Advisors (*RIA), (a certified fiduciary – CEFEX,) to bring our clients a platform that exemplifies these beliefs. The SWS Team is focused on bringing our business and individual clients, tax and investment strategies that have notable impacts.

We pride ourselves on making real and meaningful changes in people's lives and we look forward to making a difference in your life. Welcome to Summit Wealth Strategies. 

*Registered Investment Advisory Firm