_Summit Wealth Strategies
Relax and have a look around
"Money isn't your real goal.
Money pays for your real goals."

Building a financial strategy you're confident in always starts the same way:

  • Getting clear on the "big picture" of your financial and life situation.
  • That's why, when you meet with us, you won't get a long-winded sales pitch about some "investment opportunity of a lifetime!"


  • We'll get to know you.
  • We'll answer your questions.
  • We’ll educate you about your options.
  • We’ll build financial strategies customized for what’s important to you.
  • We’ve been doing this a long time, and we’re good at it.

Summit Wealth Strategies is where you'll find the professional capabilities you shouldn't live without, and the personal touch you deserve.

You may never find another team of Financial Advisors who understand and care about you and your money like we do.