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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!

Friday, April 14, 2023

Douglas Schutte, President of Summit Wealth Management, Inc., recently accepted a check from Timothy O’Dell, City of Jamestown Grants Manager. This grant was a result of a year-long, multiple application process. The grant will...

Tuesday, December 6, 2022

We are all moved and settled into our new Jamestown office at 1285 N Main Street! The finishing touches have been completed on the interior of the building and in the Spring, we will be refinishing our parking lot along with new...

Monday, September 27, 2021

Do you have questions related to your taxes and how it will effect you this year? Now is a good time to contact us with any concerns you may have regarding year-end tax planning as well as planning ahead for 2022.

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...

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Wednesday, January 27, 2021

When, where and how should you retire? Hint: It's more than just putting money away into a savings account!