Summit Wealth Management / Financial Advisor in San Antonio, Texas

Summit Wealth Management operates on a fee-only basis. We do not sell any investment or insurance products and we do not receive commissions for products that are recommended. The fee-only approach to wealth management means you receive impartial, objective advice to eliminate potential conflicts of interest.

In addition, we acknowledge a fiduciary responsibility to you, the client, and as such, we pledge to place your needs first in all that we do.

I am one of a few NAPFA registered financial advisors in San Antonio and South Texas.

Specialties

Annuities & Life Insurance Asset Protection Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Estate Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA Mutual Funds NAPFA Member Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Stocks Wealth Management Women's Issues