Summit Wealth Management empowers widows to take control of their financial life so they don't feel like they are going to become "bag ladies" dependent on their family for financial support. We do this using a unique collaborative process which merges life transition management with traditional wealth management which allows our clients to live a simple and elegant life.

Summit Wealth Management is a Fee-Only wealth management firm with offices in Carefree, Arizona and Irvine, California.

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