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<strong>DO YOU KNOW YOUR RISK NUMBER?</strong>


Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk. 

Share and Care with Summit Wealth Management

We believe in donating our time and efforts to our communities for their betterment and are committed to helping when and where we can to make the world a better place. Please visit our Share and Care section to see how we are making a difference!

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Let's Start a Conversation

What makes Summit Wealth Management different? The way we treat our clients. We make sure to take all your financial concerns into account before creating a unique financial strategy that evolves with you.

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