Our Independent Registered Investment Advisory firm is made up of a team of financial professionals. We help families and individuals manage all aspects of their financial lives through comprehensive financial planning. For nearly 40 years, our firm has been helping families and individuals manage their entire financial picture. We offer the same services as other financial advisors: comprehensive Financial Planning and Investment advice. Asset Management, Asset Management. Tax Planning. Estate Planning. Business Solutions Planning. What you might find unique is the reason we do what we do. Wealth management is a complex area that includes asset management, estate planning, and asset maintenance. Partnering with a strategic wealth manager advisor can make managing your wealth easier. Partnering with the right advisor can help you manage your wealth and ensure that your investments are on track for sustainable growth. Summit Wealth Partners is the standard in wealth management. We don't force you to adopt a single-size-fits-all solution like many competitors. Instead, we will work closely with you to create a plan tailored to your unique financial needs.