ADV
Please click on the links below to view our current ADV Brochures.
Summit Wealth Advisors, Inc. 
CONNECT
Address:
610 Main Street Suite 15
Frisco,
CO
80443
Phone:
(970) 468-8800
Fax/Other:
(970) 674-9472
- E-mail address: bob@summitwealthinc.com
- E-mail address: emily@summitwealthinc.com
Summit Wealth Advisors, Inc., is a registered investment advisor located in Colorado. Summit Wealth Advisors Inc., and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Summit Wealth Advisors Inc., maintains clients. Summit Wealth Advisors Inc., may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Summit Wealth Advisors Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Summit Wealth Advisors Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as Summit Wealth Advisors Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Summit Wealth Advisors Inc., with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Summit Wealth Advisors Inc.,, please contact the SEC, FINRA or the state securities regulators for those states in which Summit Wealth Advisors Inc., maintains a filing. A copy of Summit Wealth Advisors Inc.’s current written disclosure statement discussing Summit Wealth Advisors Inc.’s business operations, service, and fees is available from Summit Wealth Advisors Inc., upon written request. Summit Wealth Advisors Inc., does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Summit Wealth Advisors Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Summit Wealth Advisors Inc.,) made reference to directly or indirectly by Summit Wealth Advisors Inc., in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Summit Wealth Advisors Inc.’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Summit Wealth Advisors Inc.’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Summit Wealth Advisors Inc.,, or form any other investment professional. Summit Wealth Advisors Inc., is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Summit Wealth Advisors Inc.’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Summit Wealth Advisors Inc.,, or from any other investment professional.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Summit Wealth Advisors Inc., makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Summit Wealth Advisors Inc.’s web-site and assume total responsibility and risk for your use of the sites you are linking to.
Summit Wealth Advisors became registered as a Registered Investment Adviser with the U.S Securities and Exchange Commissions in January 2018. Some of our Investment Adviser Representatives have been providing investment advisory services since 1993 under other registered advisory firms or Broker Dealers.