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VerifiedFinancial Services· Founded 2016

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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HeadquartersChesterfield, United StatesEmployees23(11 to 50)Annual revenue<$1MFounded year2016Websiteswsllc.comLinkedIn profileLinkedIn

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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18 contacts with verified email or phone · masked until revealed.

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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

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