Summit Wealth Strategies

Summit Wealth Strategies is a boutique financial firm that offers white-glove services without high costs. With over 60 years of combined experience, the team is backed by LPL Financial as their broker-dealer. Clients appreciate the firm's personalized approach, where advisors like Keith Fedor and Andy Duff focus on understanding individual financial goals and crafting tailored solutions. They provide user-friendly account setups, online asset mapping, and financial monitoring tools for real-time feedback. Regular video calls keep clients updated on market conditions, and the advisors are known for their integrity, knowledge, and availability, making the financial planning process less stressful. Clients highly recommend Summit Wealth Strategies for their professionalism and support.