Summit Wealth Management, Inc. (SWM) is the single resource for comprehensive, fully integrated wealth management. The Summit Wealth Management team of specialists collaborates to create customized strategies to help clients realize their financial goals.

Summit Wealth Management, Inc. operates on a fee-for-service basis only. Summit's advisors do not sell any investment or insurance products and they do not receive commissions for products that are recommended. The fee-only approach to wealth management means you receive more impartial, objective advice to minimize potential conflicts of interest.

In addition, we acknowledge a fiduciary responsibility to you, the client, and as such, we pledge to place your needs first in all that we do.

Summit Wealth Management, Inc. offers:

• Wealth Management


• Asset Management


• Financial Planning


• Charitable Planning


• 401K/Pension Consulting