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.

Your ideal retirement may differ from reality, but we can work together to better align the two.
06/17/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
06/16/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

06/15/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/14/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/13/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/12/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/11/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

06/10/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/09/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/08/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

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

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