Our Services

A Wide Range of Services Provided By Experienced Professionals

In addition to your primary financial advisor at Summit Wealth Advisors, your support team includes experienced professionals who are certified experts in key areas that benefit you.

  • Tax Preparation and Advice

  • Customized Financial Strategy

  • Bill Pay Services

  • Estate Planning Services

  • Executive Compensation

  • Mortgage Lending

  • Protection Planning

  • Family Office Services

  • Cash Flow Management

  • Charitable Planning

  • Real Estate Transactions

  • Concierge Services

Summit Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-228 The firm is licensed to sell insurance in the following jurisdiction(s): FL, CO, HI, GA, MD, NC, NH, NY, OH, PA, TN, TX, VA, WA. Licensed to sell investments in the following jurisdiction(s): FL, GA, LA, MD, MA, NY, NC, TN, TX​

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