Our Services
Retirement Planning
401(k) optimization, IRA strategy, and income projections so you retire on your terms.
Investment Management
Diversified, tax-efficient portfolios built around your risk tolerance and goals.
Tax Planning
Proactive strategies to reduce your tax burden every year — not just at filing time.
Estate Planning
Wills, trusts, beneficiary designations, and legacy planning for every stage of life.
Business Financial Planning
Cash flow, succession, and exit strategies for business owners.
About Our Practice
Summit Wealth Advisors is a fee-only registered investment advisor managing over $180 million in assets for Sacramento-area clients. We earn no commissions — our only incentive is your success.
Why Patients Choose Us
✓Service / planning area pages
✓Retirement or savings calculator
✓Appointment scheduler
✓Regulatory disclosures (ADV)