Fee-Based Financial Planning
At Summit Wealth Advisors, LLC, we develop financial plans that target specific objectives such as retirement, education, and special needs. These plans are customized and become an ever-changing work-in-progress that we review and modify as material changes occur.

Investment Management
Assets are managed at Summit by using portfolio models that address specific objectives. We embrace the Modern Portfolio Theory as a foundation for portfolio construction. Depending on objectives and risk tolerance, we use no-load mutual funds, individual equities, and ETFs in client portfolios.

It is our belief that objective advice and transparency are extremely important to developing and maintaining long- term relationships. To accomplish this, we have chosen to operate on a fee-based platform so that clients can see exactly how we are compensated for our services. In addition, we are associated with an independent partner, Commonwealth Financial Network^®, which eliminates any special incentives from product providers.

After we implement the investment program, we at Summit Wealth Advisors, LLC, continue to monitor the investments' performance and consult with the client regularly to ensure that the program continues to reflect current circumstances and objectives.