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.

A special needs trust can help care for a special needs child, even after you’re gone.
09/24/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Are you looking for a balance? Find yours, starting with this video.
09/23/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

09/22/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
09/21/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/20/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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...
09/19/2026

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.

Consider a bucket plan to go with your bucket list.
09/18/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
09/17/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Learn the ins and outs of 529 plans before you or your student heads to college.
09/16/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

How much is enough for your emergency fund?
09/15/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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