SUMMIT WEALTH ADVISORS

A well-established team focusing on what's important to you - from the big picture of all your holdings to the smallest detail in each financial decision. When it comes to financial planning, we build and manage portfolios centered on the goals, objectives and intended outcomes of each client. We believe when you entrust someone to manage your money, they should be directly accountable to you... When you consider all that's at stake- from the life you live today to the legacy you'll leave tomorrow - you want to do all you can to preserve it while carefully seeking opportunities for growth. At Summit Wealth Advisors we have the time-tested experience to help you do so... We provide discretionary asset management services to individuals and institutions by committing to a disciplined investment process.

Primary location: Jackson United States