Summit Wealth Partners, LLC offers comprehensive financial services including financial planning, investment management, insurance planning, tax strategies, estate planning, and business solutions. They cater to families, retirees, pre-retirees, business owners, and professionals. Their unique selling proposition is a personalized, fiduciary approach, prioritizing client interests and building long-term relationships. They operate independently, ensuring transparency and trust, with a focus on tailored strategies to meet individual financial goals[1][2][4].