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Company
At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implementing sound strategies and periodically reviewing plans, our clients have an opportunity to achieve financial independence. The services that we provide are flexible and comprehensive. They include, but are not limited to, investment planning, education planning, retirement planning, estate planning and income tax management.


Our Commitment

At Summit Wealth Advisors we are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients’ expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry.


Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (412) 367-3980.


Registrations
  • FINRA Sponsored Series 7 & 63
  • FINRA Series 65 – Registered Investment Advisor
  • Pennsylvania Life, Health & Accident
  • State Securities Licensed in AZ, CA, FL, IL, IN,  KY, ME, MI, MN, NC, NJ, NY, NM, OH, PA, TX, VA, VT and WV
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 9043 Perry Highway, Pittsburgh, PA 15237
Phone: (412) 367-3980 
Fax: (412) 367-3989 
Email: info@summitia.com

Securities and Advisory Services offered by and through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Securities offered to residents of AZ, CA, FL, IN,  KY, ME, MI, MN, NC, NJ, NY, NM, OH, PA, SC, TX, VA, VT and WI. Advisory services offered to residents of PA & TX.  Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.  LFS-2047867-030518
 


Check the background of this financial professional on FINRA's BrokerCheck.