Summit Wealth Partners
Financial Services • 
Orlando, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 800 N Orange Ave, Suite 302, Orlando, Florida 32801, US |
| Phone number | +14076562252 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Preservation, Asset Protection, Education Planning, Financial Planning, Retirement Income Planning, Investment Portfolio Management, Protections Analysis, Separately Managed Account Platform |
| Founded | 1983 |
| Employees | 11-20 |
| Socials |
Key Contact at Summit Wealth Partners
Ew Alicia Dong
Partner, Director Of Wealth Management
Summit Wealth Partners Email Formats
Summit Wealth Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@mysummitwealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mysummitwealth.com | 60% |
{first name}{last name} | johndoe@mysummitwealth.com | 40% |
About Summit Wealth Partners
Our firm has helped individuals and families manage their full financial picture for nearly 40 years. What we offer is not much different than what other financial advisors might be selling: Comprehensive Financial Planning, Investment advice, Asset Management, Insurance Planning, Tax Planning, Estate Planning, Business Solutions Planning, and so on. However, what you may find to be unique – is why we do it. Our team comes in every day and works diligently on your behalf because we have the tools and processes in place to give you and your family a sense of security, by way of financial planning. Peace of mind is essentially at the core of why anyone desires to set forth a plan. Whether you come to the table with a plan in mind that needs validation – or you need help putting together a comprehensive financial plan – the outcome should be a sense of security. The sense of security doesn’t come because we have mystically removed all risk and answered all the financial unknowns. However, a fully implemented financial plan would mitigate many financial risks. It would allow us to plan for the unknowns and stress test various scenarios –In order to project the potential outcomes. We are in business for you; to provide you, your family, your business and your employees with peace of mind. That is our why. The why drives the how – and how we do it is by acting in your best interest. We have no affiliation to large banks or brokerage firms; we remain transparent and honest, committed to developing trustworthy relationships. The word fiduciary was rooted in our culture long before it became a requirement in the financial services industry. Simply put, a fiduciary standard encompasses the method in which we have always served our clients. We are fiduciaries first, so we believe we are ethically, morally, and legally obligated to put your interests ahead of our own. This has always been a non-negotiable for us and continues to be.
Summit Wealth Partners revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Summit Wealth Partners has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Summit Wealth Partners has never raised funding before.
Summit Wealth Partners Tech Stack
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Frequently asked questions
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