As a fee based financial planning firm operating under a fiduciary standard of care, our commitment to exceptional service started the day we were founded, and it remains at the center of all we do. Our focus in on building lifelong relationships with our clients. We believe our flat fee based system helps make potential conflicts of interest transparent when advising our clients on their unique situation.
What makes us unique is that we work with our clients in 3 different ways and which relationship is chosen by the client.
Foundational Strategy:
Sometime all you need is a specific product or service to round out your already in place plan. The cost of a comprehensive plan does not make sense in these situations, and we take an unbiased approach to finding the best fit for you
WEALTH BASIC:
Designed for clients who want a flat fee financial plan. As your financial advisor, we give straightforward guidance to get your entire financial life in order.
WEALTH ELITE:
Our WEALTH ELITE process is everything from WEALTH BASIC but for a more complex client. We incorporate coordinating with your other advisors such as CPAs and estate attorneys to build a comprehensive financial plan. WEALTH ELITE brings everything together under one clear path and gives you ongoing access to our team and partners year after year.
We are committed to building long-term relationships with our clients and helping them reach their goals is our number one priority. Drawing on our knowledge, experience, and world-class tools, we strive to build financial freedom for our clients.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, we promise a new level of attention, insight and capability.
Company Details
- Employees
- 9
- Address
- 4830 W. Kennedy Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- investments, life insurance, retirement, retirement income, disability insurance, wealth management, 401k, FRS, IRA, Annuities, Financial Planning, Long Term Care Insurance.
- HQ
- Tampa, FL
Summit Wealth Advisors Questions
Summit Wealth Advisors's website is http://www.summitwealthadvisors.com
Summit Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/summit-wealth-advisors-florida
Summit Wealth Advisors has
9 employees.
View email and phone details for 9
employees at Summit Wealth Advisors.
Summit Wealth Advisors's industry is
Financial Services
Summit Wealth Advisors's top competitors are
Wealth.com,
Summit Wealth Advisory Group Inc.,
Horizon Strategic Partners,
Vrgl,
Water Street Wealth Management,
Onstage (Prev. Focal),
Kingsbury Financial Advisors,
Cashmere,
Parthean,
Jaffe Tilchin Wealth Management.
Summit Wealth Advisors's categories are Financial Services
