We believe in doing what’s right for our clients.
We provide comprehensive financial planning services through Summit Wealth Partners to ensure a safe and care-free retirement and beyond. By building a strong, solid financial portfolio, we can help you protect your hard earned money from things like inflation, volatility, and taxes.
What is a Registered Investment Advisor?
Summit Wealth Partners is a Registered Investment Advisor (RIA). An RIA is an advisor or firm engaged in the investment advisory business and registered with Financial Industry Rating Authority (FINRA). An RIA has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the best interest of the clients.
You can invest according to your conscience by excluding companies that are inconsistent with your values and beliefs. Customized asset allocations are designed to match your risk tolerances and life objectives. Sophistcated financial needs analysis help us develop a comprehensive, customized portfolio engineered to match to your needs, goals, and desires.
Our financial planning services include but are not limited to:
Social Security Planning