Summit Wealth Partners, Inc.

Welcome to our Financial Center!

Summit Wealth Partners is a financial  coaching and wealth management firm specializing in Retirement and College Financial Planning needs of our valued clients.  At Summit Wealth Partners, we strive to provide you with:

  • a friendly, non-sales environment designed for you to achieve true peace of mind
  • leading edge wealth management and financial advisory services
  • a committment to coaching your finances to the highest level of success possible

Let us coach your fiscal health to new heights!

Saturday, July 4, 2009


Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA/SIPC, an ING Company.  Summit Wealth Partners  is not affiliated with Multi-Financial Securities or ING.