Summit Life Wealth Advisors

Unlock Your Retirement’s True Potential

Proven Strategies to Reduce Taxes and Strengthen Financial Security

Go beyond basic and one-size-fits-all advice - discover how Summit Life’s personalized, comprehensive approach to retirement planning, tax optimization, estate management, and wealth building can help secure your future.

ABOUT US:

Welcome to Summit Life Wealth Advisors, where your financial future reaches new heights. Founded by Charles “Chip” Strickland and Cary Hise, both experienced Investment Advisor Representatives (IARs), our partnership specializes in helping high-income and high-net-worth individuals remove the roadblocks to achieve their retirement goals, optimize their tax strategies, and live their best lives.

At Summit Life Wealth Advisors, we understand the unique financial challenges that come with significant wealth. That’s why we offer tailored strategies in retirement planning and tax optimization, designed to protect and grow your assets while ensuring your financial future is as secure as it is prosperous.

As an affiliate of Summit Life Group, we leverage an innovative platform that connects you with qualified advisors, combining personal attention with cutting-edge financial tools. Whether you’re planning for retirement, looking to reduce your tax burden, or seeking to grow your wealth, our team is here to guide you every step of the way.

At Summit Life Wealth Advisors, your success is our mission, and we’re committed to providing the expertise and personalized solutions you need to thrive.

OUR SERVICES

Investment Planning

Smart investment strategies designed to enhance returns and reduce risk. Plans tailored to align with your financial aspirations.

Financial Planning

Customized strategies to help you reach your financial goals, from budgeting to estate planning. Build a secure financial future with a personalized approach.

Retirement Planning

Comprehensive solutions for a stress-free retirement. Optimize your income and safeguard your future with strategic planning.

Wealth Management

Preserve and grow your assets with a strategic, disciplined approach. Advanced planning and personalized solutions for lasting financial success.

Income Planning

Create a stable and predictable income with tailored strategies. Strengthen your financial security and peace of mind.

Tax Optimization

Reduce tax burdens with expert planning. Keep more of your wealth through efficient tax-saving strategies and asset allocation.

SAVE. PROTECT. PLAN.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice, and not all of the services referenced on this site may be available in every state and through every representative/agent listed. Please consult legal or tax professionals for specific information regarding your individual situation. All investments and insurance products have risk.
Securities offered through Dempsey, Lord, Smith, LLC and GLP Investment Services, LLC, members of FINRA/SIPC.

FINRA Broker Check: https://brokercheck.finra.org