Summit Wealth Strategies is an independent financial services firm headquartered in Scottsdale, Arizona. The company focuses on developing customized financial plans and strategies for its clients, covering areas such as investment management, retirement planning, insurance solutions, and estate planning. Their stated mission is to provide clients with clarity, confidence, and financial freedom through a disciplined and personalized approach. The firm's advisors are affiliated with the broker-dealer Woodbury Financial Services, Inc., through which securities and investment advisory services are offered.

Founded in

United States