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.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/02/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/01/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
05/31/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Tax time can be a good time to give your household budget a checkup.
05/30/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Do you know how missing the best and worst market days might affect your portfolio?
05/29/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
05/28/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
05/27/2026

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.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
05/26/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
05/25/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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

Website

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

Category