Summit Wealth Strategies

Summit Wealth Strategies Summit Wealth Strategies is Registered Investment Advisor firm. Offices in Chesterfield, MO; Springfield, MO; Jefferson City, MO and Dallas, TX.

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve real wealth – everything money can’t buy and death can’t take away. Arax Advisory Partners dba Summit Wealth Strategies is a SEC registered investment advi

ser whose principal office is located in Denver, Colorado. Arax Advisory Partners, LLC dba Summit Wealth Strategies is not affiliated with this social media site. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third-parties on this site. We do not control, serve, adopt, or endorse any content that this social media site might publish on this site. No part of this site is intended as an offer to sell, a solicitation or an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. We do not provide specific investment advice or offer recommendations. Information provided is not intended to be and should not be considered tax, legal, or accounting advice. Arax Advisory Partners, LLC dba Summit Wealth Strategies reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. At our discretion, we may remove comments or fans for a number of reasons. Views expressed in these posts are the current opinion of the author, but not necessarily those of Arax Advisory Partners, LLC dba Summit Wealth Strategies or your financial advisor. The author’s opinions are subject to change without notice. The information shared was received from sources believed to be reliable, but accuracy is not guaranteed. Please keep in mind that social media platforms are public spaces. We encourage you to read the terms within each social media site to protect your privacy. Please avoid posting personal or confidential information specific to your account or relationship with us. Please contact us with any questions or contact your financial advisor to assist you. Nothing on these pages is intended to be, nor should be considered, a solicitation or offering of any investment products or services to investors residing in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investors should carefully consider investment objectives, risks, charges, and expenses before investing. Please read all documents governing the investment carefully before making any decisions. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly.

Social Security: Retirement's main source of income or monthly bonus? You decide.
09/12/2022

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
09/09/2022

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

August started off promising for investors, but tough talk from Powell cooled enthusiasm.
09/09/2022

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.
09/07/2022

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/05/2022

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Considering a vacation home? 5 questions to determine if you’re ready.
09/02/2022

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
08/31/2022

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/29/2022

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Pay off debt or invest the money? Things to consider before you commit to either option.
08/26/2022

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
08/24/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Tax freedom day: the day you begin earning money for yourself.
08/22/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Self-employed? Learn more about your retirement plan options.
08/19/2022

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Address

16020 Swingley Ridge Road
Chesterfield, MO
63017

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+16365320088

Alerts

Be the first to know and let us send you an email when Summit Wealth Strategies 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 Strategies:

Share