Team Summit Wealth Strategies, LLC
Summit Wealth Strategies, LLC team of highly experienced professionals have hundreds of years of combined industry experience with a primary focus on tax strategies, pre-and post retirees, using customized financial strategies. These include: Retirement Income Maps, Social Security Maximization Strategies, Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies, Accumulation Strategies, along with the appropriate product and service offerings.
We also work with successful privately owned/closely held businesses. Executive & Key Employee Benefits Strategies, Estate Tax Preservation Strategies, Business Exit Planning, Business Succession Planning Strategies, Defined Benefits, Qualified Plans, ESOP's, Captive Insurance Planning, Retirement Plans, Group Benefits, along with the appropriate product and service offerings.
Matthew Windemuller, CFA
CFA, Assistant Portfolio Manager & Analyst
