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Our firm has helped individuals and families manage their full financial picture for nearly 40 years.
What we offer is not much different than what other financial advisors might be selling: Comprehensive Financial Planning, Investment advice, Asset Management, Insurance Planning, Tax Planning, Estate Planning, Business Solutions Planning, and so on.
However, what you may find to be unique – is why we do it. Our team comes in every day and works diligently on your behalf because we have the tools and processes in place to give you and your family a sense of security, by way of financial planning.
Peace of mind is essentially at the core of why anyone desires to set forth a plan. Whether you come to the table with a plan in mind that needs validation – or you need help putting together a comprehensive financial plan – the outcome should be a sense of security.
The sense of security doesn’t come because we have mystically removed all risk and answered all the financial unknowns. However, a fully implemented financial plan would mitigate many financial risks. It would allow us to plan for the unknowns and stress test various scenarios –In order to project the potential outcomes.
We are in business for you; to provide you, your family, your business and your employees with peace of mind. That is our why.
The why drives the how – and how we do it is by acting in your best interest. We have no affiliation to large banks or brokerage firms; we remain transparent and honest, committed to developing trustworthy relationships.
The word fiduciary was rooted in our culture long before it became a requirement in the financial services industry. Simply put, a fiduciary standard encompasses the method in which we have always served our clients. We are fiduciaries first, so we believe we are ethically, morally, and legally obligated to put your interests ahead of our own. This has always been a non-negotiable for us and continues to be.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 800 N Orange Ave,
- Industry
- Financial Services
- Website
- http://www.mysummitwealth.com
- Keywords
- Investment Portfolio Management, Financial Planning, Asset Protection, Wealth Preservation, Retirement Income Planning, Risk Management, Education Planning, Protections Analysis, Separately Managed Account Platform.
- HQ
- Orlando, Florida
Summit Wealth Partners, Llc Questions
Summit Wealth Partners, LLC's website is http://www.mysummitwealth.com
Summit Wealth Partners, LLC's LinkedIn profile is https://www.linkedin.com/company/mysummitwealth
Summit Wealth Partners, LLC has
15 employees.
View email and phone details for 15
employees at Summit Wealth Partners, LLC.
Summit Wealth Partners, LLC's industry is
Financial Services
Summit Wealth Partners, LLC's top competitors are
Fiduciary Financial Advisors, An Inc. 5000 Company,
Polley Life,
Allgen Financial Advisors,
Polley Wealth Management,
Deprince, Race & Zollo, Inc.,
Advus Financial Partners, Llc,
Summit Wealth Partners,
Moisand Fitzgerald Tamayo, Llc,
Oxford Advisory Group,
Resource Consulting Group.
Summit Wealth Partners, LLC's categories are Financial Services
Summit Wealth Partners, LLC's founding year is 1983
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Shari de Ron
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Bonita Springs, Florida, United States, United States3live.com, verizon.com, trustcobank.com -
Andy C. Baker, CVA, CFP®
Certified Financial Planner™, Certified…
Naples, Florida, United States, United States2finsvcs.com, orgconsultants.com2 +161094XXXXX
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Jason Print, CFP®
President And Co-Ceo Of Summit Wealth…
Naples, Florida, United States, United States1swmria.com -
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