Summit Wealth Management of Arizona LLC

summit wealth management of arizona llc works with a select number of clients for whom we can have a significant impact. we do this using a 5 step consultative process that focuses on wealth preservation, transfer, enhancement, and protection as well as charitable giving. summit wealth management of arizona llc operates on a fee-for-service basis only. we do not sell any investment or insurance products and do not receive commissions for products that are recommended. the “fee-only” approach to wealth management means that our clients receive impartial, objective advice to eliminate potential conflicts of interest. we acknowledge a fiduciary responsibility to our clients, and, as such, we pledge to place the needs of our clients first in all that we do. summit wealth management of arizona llc is a dfa (dimensional fund advisors) approved advisor.