Orlando, United States
Summit Wealth Partners, LLC is a finance and wealth management firm that has been in the business of helping individuals and families manage their financial picture for nearly 40 years. The firm offers comprehensive financial planning, investment advice, asset management, insurance planning, tax planning, estate planning, and business solutions planning. What sets Summit Wealth Partners apart is its focus on providing a sense of security through financial planning, aiming to offer clients peace of mind.
The company operates with the belief that peace of mind is a core driver for individuals to set forth a financial plan, and their approach involves mitigating financial risks through fully implemented financial plans. Summit Wealth Partners emphasizes that they are in business to provide clients with a feeling of security and operate transparently and honestly, free from affiliations with large banks or brokerage firms.
Notably, the company adheres to a fiduciary standard that obligates them to put clients' interests ahead of their own, seeing this as an ethical, moral, and legal responsibility. This commitment to fiduciary duty has been a fundamental aspect of the company's culture long before it became a requirement in the financial services industry.
Summit Wealth Partners, founded in 1983 and headquartered in the United States, showcases a strong longstanding commitment to providing clients with a sense of security and trust in their financial planning, setting them apart in the financial services and wealth management space.
