The Freedom Experience, Inc

Summit Wealth Management, Inc. helps people make smart choices about their money for the reasons important to them. What distinguishes Summit from otheradvisors: 1) We inspire our clients by using a proven methodology called Values-Based Financial Planning to connect their values and beliefs to their goals. Our clients achieve "values clarity" which is crucial before making any decision, financial or otherwise, because, as Roy Disney has said,"when your values are clear, your decisions are easy." 2) Summit is an independent Registered Investment Advisor. We bring a service delivery team of top notch experts in asset management, financial planning, estate planning, tax strategy, insurance and other specialties as needed. 3) Making good choices based on thoroughness, proactive advising, and personal coaching - not hitting homeruns - will facilitate the successful creation and protection of wealth. If you are interested, please contact us for a free consultation in person or over phone. SpecialtiesVision Coaching Financial Planning Wealth Management