About

Summit Wealth Partners is a “fee-based” wealth management firm committed to providing clients with Orlando financial planning services. Summit Wealth seeks only highly qualified candidates with a commitment to consumer protection and exemplary financial advisory accomplishments. Summit Wealth Partners’ team of financial experts specialize in comprehensive personal financial advising within many facets of wealth management. Summit Wealth also helps keep clients informed on economic changes and trends that could affect their financial future. Summit Wealth Partners collaborates with trusted advisors including attorneys, authorized CPAs and more, to ensure the clients’ profile is thoroughly examined and parallel to their integrated plan.