Summit Wealth Management company operates on a fee-only basis. We do not sell any investment or insurance products and we do not receive commissions for products that are recommended. The fee-only approach to wealth management means you receive impartial, objective advice to eliminate potential conflicts of interest.
In addition, we acknowledge a fiduciary responsibility to you, the client, and as such, we pledge to place your needs first in all that we do.
We offer customized financial planning as well as "stand-alone" Investment Management Services, available to individuals, institutions, foundations and ERISA related entities seeking counsel for their investment management and consulting needs.
The Investment Management process involves assessing broad financial goals, risk tolerance, future distributions and other variables to maintain oversight and management of the investment portfolio. We use a mix of mutual funds (including DFA), bonds, and alternative investments where appropriate.
We are fee only and therefore do not accept commissions and we vigorously maintain our independence to ensure that absolute objectivity drives every decision we make when managing our clients’ portfolios.
I am one of a few NAPFA registered financial advisors in San Antonio and South Texas.