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Welcome to the Summit Wealth Management Blog!

Here you can find timely information on financial news, helpful reminders, and how we are putting it together to work for you!


Tuesday, March 16, 2021

Spring begins Saturday, March 20! And soon the landscape will turn greener and the weather warmer. Perhaps you are already thinking about what you would like to do – the trips you could take, that new look for your yard or your...


Thursday, February 4, 2021

Now is the time to make final contributions to your IRA for 2020. Any contributions made before April 15, 2021, may mean an additional deduction or credit on your 2020 tax liability if you have not yet met the maximum contribution...