SUMMIT WEALTH STRATEGIES

Overview

Summit Wealth Strategies is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm charges fees as a percentage of assets under management and combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory offering also includes selection of third‑party advisers and the production of client communications such as newsletters and periodicals. Investment activity centers on publicly traded equities and exchange‑traded products as the primary building blocks of client portfolios, complemented by pooled vehicles and insurance products when appropriate. The firm acts as a capital allocator to external managers for alternative exposures, and it integrates annuities and mutual funds into client solutions where those instruments match income, tax or liability objectives. Summit Wealth Strategies does not identify as an ESG‑focused manager and operates under a single‑state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices