Summit Wealth Strategies
At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can’t buy and death can’t take away. We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you. Services offered through Arax Advisory Partners, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Arax Advisory Partners, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Arax Advisory Partners, LLC dba Summit Wealth Strategies unless a client service agreement is in place.
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Verified contacts
18
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
85
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DE
Deborah Edwards
Senior Financial Consultant · Finance & Accounting
EmailPhone - SW
Sarah Warren
Client Review Manager · Customer/Client Service
EmailPhone - AB
Adam Bippen
Wealth Management Advisor · Finance & Accounting
EmailPhone - AF
Allison Fuehne
Financial Consultant · Finance & Accounting
EmailPhone - AN
Austin Najar
Paraplanner · Finance & Accounting
EmailPhone - JC
Joseph Curtis
Relationship Wealth Advisor · Finance & Accounting
EmailPhone - KN
Kayla Nieman
Partner Retirement Specialist · Other
EmailPhone - SR
Seth Roggenkamp
Financial Advisor · Finance & Accounting
EmailPhone - BS
Brent Spicuzza
Managing Partner · General Business & Management
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Summit Wealth Strategies
15 distinct titles indexed · top 10 shown.
- 3financial advisor
- 1branch manager financial advisor
- 1chief compliance officer
- 1client review manager
- 1finacial strategy & compliance analyst intern
- 1financial consultant
- 1intern
- 1managing partner
- 1paraplanner
- 1partner
- +5more titles
Sign up to unlock all 18 contacts at Summit Wealth Strategies
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