Broker Check

Mission Statement


Summit Wealth Strategies, LLC

Our fee-based Investment Advisory Platform, a CEFEX® Certified Fiduciary, has a clear mission– to help individuals and businesses with tax, financial and investment strategies. We believe Holistic Financial Planning is foundational when providing  totally independent, objective advice.

We differentiate ourselves from the competition by focusing on our four pillars:  Asset Protection, Income Distribution, Estate Planning/Wealth Transfer and Tax Strategies.