Summit Wealth & Retirement Partners is an independent financial planning firm focused on empowering clients to achieve their financial goals with confidence. The firm provides personalized strategies and guidance across wealth management, retirement planning, and investment management. They operate on a client-centric, team-based approach to build long-term relationships and deliver tailored financial advice. The firm's advisors are affiliated with Osaic Wealth, Inc., a major independent broker-dealer in the United States.

Founded in

United States