Summit Wealth Partners, LLC
Contact Information
-
Address
Financial planner · · 800 N Orange Ave Suite 302, Orlando, FL -
Phone
(407) 656-2252 -
Website
mysummitwealth.com
Location
About Summit Wealth Partners, LLC
Summit Wealth Partners, LLC is a financial planner in Orlando, Florida. The firm serves families planning for the next generation, business owners strategizing for growth, and individuals preparing to retire, and it works with clients at all stages of their financial lives. Its services include Financial Planning, Investment Management, Insurance Planning, Tax Strategies, Estate Planning, and Business Solutions Planning. The firm also handles executive compensation, stock options, and wealth management for clients in senior leadership roles, and it specializes in optimizing 401(k) plans. Summit Wealth Partners holds a rating of 5.00.
The firm has guided clients through their financial journeys for over four decades, with nearly 40 years of experience behind its work. Its advisors are fiduciaries and Certified Financial Planners, legally required to put client interests first, and the firm has no affiliation with large banks or brokerage firms. The team includes 10 Financial Advisors and licensed support staff, each with niche specialties. Chad Warrick, Co-President and CEO, brings nearly 25 years of experience in investment portfolio construction, advanced retirement planning, defined contribution plans, and business consulting on transitions, succession, and key person insurance. Jason Print has served as Co-President and CEO since 2017 and established the firm's Southwest Florida presence. William P. Kovacs, JD, serves as General Counsel, with a background in investment law and service as General Counsel for an SEC Registered Investment Advisor.
The office sits on North Orange Avenue, about a tenth of a mile from West Colonial Drive and East Colonial Drive, and roughly two tenths of a mile from I-4 Express, North Magnolia Avenue, and The Maile Image Modeling & Acting School.
Summit Wealth Partners holds a 5.00 rating from the customers who have reviewed it, reflecting the relationships it has built with clients across Orlando and Central Florida.
Services:
- Business Owner Strategy
- Family Financial Planning
- Financial Advice
- Professional Wealth Management
- Retirement Planning
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