What We Do

We are personal and business development consultants who work hand in hand with trusted partners to insure personal and financial growth.

People We Work With

  • Individuals and families

  • Sales Teams

  • Business Executives

  • Entrepreneurs

  • Athletes (All Levels)

  • Sports Teams

 

A Wide Range of Services Provided By Experienced Professionals

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

  • Lifestyle Management

  • Motivational Coaching

  • Sales Coaching

  • Tax Preparation and Advice

  • Bill Pay Services

  • Legal Services (non-criminal)

  • Estate Planning Services

  • Mortgage Lending

  • Protection Planning

  • Family Office Services

  • Cash Flow Management

  • Charitable Planning

  • Real Estate Transactions

  • Concierge Services

*While Summit Group brings certain third party services for free or at a discount to our clients, there may still be a cost for these outside services that is not included in your Summit Group fee.  All costs to the client are disclosed before engaging in any service.

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​

© 2020 by Summit Wealth Advisors LLC.

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