hero-image

Summit Wealth Advisors, Inc. 

610 Main Street Suite 15
Frisco, CO 80443
Phone:
  • (970) 468-8800
Fax:
  • (970) 674-9472

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Summit Wealth Advisors, Inc.

Bob, the principal advisor at Summit Wealth Advisors, Inc., has been serving the financial needs of Summit County's investors for the past 25 years, in addition to working with clients nationwide. Bob works with an associate advisor, Emily Messegee CFP®, and together they offer an objective, unbiased approach to investing. Bob and Emily service each client uniquely by providing a custom tailored, holistic plan and investment strategy that meets the client's financial objectives. We assist in the following areas:

Retirement PlanningFinancial PlanningFee-Based Services 
Wealth ManagementInvestment Advisory & Management

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck