Summit Wealth Advisors is a financial advisory firm based at 9043 Perry Highway in Pittsburgh, Pennsylvania. The firm works with people at different stages of their financial lives, including retirees and pre-retirees, small-business owners, working professionals, and women. Its stated aim is to provide guidance and insights across clients’ financial lives through education, investment perspectives, and ongoing professional support.

The firm offers services and resources focused on retirement planning, wealth management, portfolio construction and risk management, estate strategy, investments, insurance, and tax-related topics. Its approach begins with learning about a client’s finances, goals, time horizon, and tolerance for risk. Summit then develops a financial strategy and works with clients to keep their plans on track as circumstances or markets change. The firm emphasizes long-term relationships and open communication, and invites prospective clients to schedule an introductory consultation. Online resources include financial tools, calculators, articles, videos, and client account access. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member.