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Summit Wealth Management, Inc.

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Summit Wealth Management, Inc.

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At Summit Wealth Management, Inc., we begin our relationships with a comprehensive financial planning process, designed to help you identify and define the key financial goals that are important to you and your family. We evaluate your present financial situation and capacity to achieve your goals through a process that addresses several planning themes, including:

INVESTMENT AND CASH FLOW PLANNING
RETIREMENT AND FRINGE BENEFIT PLANNING
ESTATE CONSERVATION AND DISTRIBUTION PLANNING
BUSINESS SUCCESSION PLANNING

Having a clear picture of your financial goals and resources, we can then help you to implement and manage your plan through several venues including:

ASSET MANAGEMENT
BUSINESS AND INDIVIDUAL RETIREMENT PLANS
COLLEGE FUNDING PLANS

Overview:

At Summit Wealth Management, Inc., we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

As an independent financial planning firm, we solely represent our clients' needs and interests, rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Due to our independence and objectivity, it allows us to provide our clients with the commitment that they deserve.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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