Summit Wealth Advisors, LLC

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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.

Terrible or wonderful; Could a variable annuity be right for you?
10/26/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Even low inflation rates can pose a threat to investmentreturns.
10/25/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
10/24/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
10/23/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

These 6 things might make your next return a prime target for an IRS audit.
10/22/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
10/21/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Thinking of volunteering in retirement? Some considerations.
10/20/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
10/19/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/18/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Developing a retirement strategy? It's critical to know the differences between investment types.
10/17/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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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