Summit Financial Wealth Advisors

when david daniel and fred werner decided to form summit financial, they had one goal in mind: to always put their client's needs first. this philosophy has been passed on to everyone on their team and it shows. in the end, their client's success is their own, and that's the basis for everything they do. at summit financial we provide comprehensive investment planning to our clients. whether your plan calls for tax-advantaged bonds, stocks, or mutual funds we have all the tools to implement your plan. in working with summit financial to bring together your entire financial picture, from outside business interests, real estate holdings, and investment accounts, we endeavor to design a comprehensive plan to help meet your financial and estate goals, both now and for transferring wealth in the future. we will also work very closely with your cpa and estate attorney in designing trusts, if needed, and reviewing wills and both medical and financial powers of attorneys. summit financial