A complete list of active advisors currently associated with Summit Wealth Management LLC

Warmer can help you find a great advisor at Summit Wealth Management LLC or one who fits your needs even better.

Summit Wealth Management provides ongoing portfolio management and pension consulting services to individual investors and employee benefit plans, including 401(k) plans. Like many peers, the firm manages client assets on an asset‑based fee basis and works with custodians such as Schwab for custody and reporting. The firm manages discretionary accounts using fundamental analysis and a mix of strategies that can include long‑term equity, options trading, alternative investments, and Schwab’s Institutional Intelligent Portfolios; risk tolerances and investment policies are documented and reviewed at least annually. Summit states it operates under fiduciary principles, seeks fair allocation of investment opportunities across clients, and requests discretionary trading authority to implement strategies without prior trade‑by‑trade client approval. A distinctive feature is that the firm’s principal owner is also a licensed CPA and operates an affiliated accounting practice, and the advisory discloses this affiliation and related business activities; clients are not required to use the accounting services. The brochure also notes other personnel may act as insurance agents and that the firm recently converted to SEC registration, which are operational details that differentiate it from many similarly sized advisors.

To learn more about the advisors currently working at Summit Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.