Summit Wealth Advisors, LLC

Summit Wealth Advisors, LLC We empower you to make the right financial decisions based on your needs and aspirations. Simply put, we strive to be our client’s trusted advisor.

We are dedicated to providing investment management and strategic wealth planning. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Summit Wealth Advisors, LLC does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally

supporting, educating, and providing informed direction to each and every client. Disclaimer:
Please do not leave instructions to buy or sell securities, as your trade will not be executed. Investment advisory services are offered through MSH Capital Advisors LLC, a registered investment adviser, doing business as Summit Wealth Advisors LLC. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member FINRA/SIPC. All entities listed are affiliated. Emails sent to or from this address are archived and subject to review. This information is only for its intended recipient(s). If you have received this email in error, you should notify the sender immediately and delete the email. Check the background of the firm or investment professional on BROKER CHECK or ADVISER CHECK. We are currently licensed to offer securities in the states of AK, AZ, CA, NY, NJ and NM. This is not an offer to sell securities in any other state or jurisdiction.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
09/03/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/02/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/01/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

How much do you know about stocks?
08/31/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/30/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Consider a bucket plan to go with your bucket list.
08/29/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
08/28/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/27/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
08/26/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
08/25/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Address

23350 N Pima Road
Scottsdale, AZ
85255

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Summit Wealth Advisors, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Summit Wealth Advisors, LLC:

Shortcuts

Share