# Summerfield Wealth Advisors

- **Website:** <https://swa.llc>
- **Primary alias:** `swa.llc`

## Description

Summerfield Wealth Advisors is a financial services and wealth management practice serving individuals, professionals, entrepreneurs, and small business owners. Based in Summerfield, North Carolina, the firm offers consultations to help clients consider their financial goals and plan for major life and business transitions. Its services include investment and wealth management planning, insurance strategies, retirement planning, estate strategies, and business continuity planning. The firm also supports first-time investors with education and guidance, and helps clients think about managing risk and preparing for retirement. Summerfield Wealth Advisors works with Ameritas Investment Company, LLC, for securities and investment services, and Ameritas Advisory Services, LLC, for investment advisory services; these entities are not affiliated with Summerfield Wealth Advisors. The site invites prospective clients to schedule a complimentary consultation to determine whether working with a financial professional is a good fit. Services and products are limited to residents of states where the representative is registered.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/summerfieldwealth)
- [linkedin](https://linkedin.com/company/summerfield-wealth-advisors)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idm28Ix0b3/w/504/h/104/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792840352616)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idm28Ix0b3/w/1000/h/1000/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792840354648)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Ship Cove | #6b90bf | accent |
| Navy Blue | #030a8c | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idm28Ix0b3/w/4200/h/2800/idDGVSLww1.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792840354107)

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_Source: <https://brandfetch.com/swa.llc>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._