OUR VALUES

Above all else we value:

 

Dedication – dedicate ourselves to our clients' needs and commit to a full understanding of their goals

Service – provide best-in-class service to our clients

 

Integrity – exercise integrity in everything we do. Do what is right for the client first, foremost, and always

 

Teamwork – work together and share our experience for the benefit of our clients

 

Transparency – demonstrate transparency to both our clients and each other

 

Trust  – value our client relationships and build on the foundation of trust

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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