We have a philosophy – the people we serve deserve our very best. Our best means taking you from where you are and discovering what your dreams and goals are, and then helping you with your investment needs. On that foundation we work to build upward for you, your family, your future and your ideals. While the work we do is complex, our motivation is quite simple: We want to help you. That is the foundation we, as a team and individually, build on every single day. The joy of seeing you and your family prosper from generation to generation, as well as the businesses we hopefully help so that they can grow and put more people to work, is what drives us.

We are very serious about our clients who come to us with their futures, trusting us. That is not a small thing in our office. We are very thankful and humbled by this trust. Our desire is to provide strong financial strategies, building wealth plans customized for each client, utilizing the vast network of high quality research because we work with Raymond James. Our team has a combined experience of over 45 years in the investment industry. We have the ability to help our clients with sophisticated estate and asset preservation strategies, risk-adjusted returns, and the highest levels of service.  Our success is solely based on your success.

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Working For You

Explore the dedicated and knowledgeable team at Summit Wealth Strategies.