Camas, WA Office

Summit Wealth & Retirement Partners is an SEC‑registered advisory team of seven professionals managing approximately $978 million in client assets for about 346 clients. The firm serves individuals (including high‑net‑worth clients), business entities, and charitable organizations, offering ongoing discretionary and non‑discretionary investment management, financial planning, third‑party adviser selection, and pension consulting services.

The firm typically implements risk‑based, diversified portfolios using no‑load mutual funds and ETFs and applies fundamental analysis in its asset allocation and security selection; it also provides periodic account reviews and ongoing monitoring. Financial planning can be delivered as a standalone engagement or alongside investment management, and the adviser acts as an ERISA fiduciary when providing advice to retirement plans.

A distinctive feature is the firm’s affiliation with a separate accounting practice that provides tax and enrolled‑agent services to clients, an arrangement the brochure identifies and discloses as a potential conflict of interest. The brochure also discloses that certain supervised persons are registered representatives of an independent broker‑dealer and hold insurance licenses, enabling the firm to facilitate broker‑dealer and insurance transactions in addition to its advisory services and requiring additional disclosure and client choice.