We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Summit Wealth Advisors, LLC does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
The views expressed within this site are the views of the poster alone and do not necessarily
reflect the views of Williams Financial Group unless otherwise stated. Information
provided is for educational purposes only and should not be viewed as a recommendation to
buy or sell any particular financial product or service. Depending on your individual
situation, discussions presented may not be appropriate. Please note that current regulatory policy does not allow me to receive endorsements of skills and expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.
Securities offered through WFG Investments, Inc., Member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP.
We are currently licensed to offer securities in the states of AK, AZ, CA, NY, NJ and NM. This is not an offer to sell securities in any other state or jurisdiction.