Summit Wealth Strategies

Summit Wealth Strategies

Financial Services, Swingley RDG Rd, CHESTERFIELD, , 63017, Missouri, 16020, United States, 11-50 Employees

swsllc.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: 63********

Who is SUMMIT WEALTH STRATEGIES

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal...

Read More

map
  • 16020 Swingley RDG Rd, CHESTERFIELD, Missouri, 63017, United States Headquarters: 16020 Swingley RDG Rd, CHESTERFIELD, Missouri, 63017, United States
  • 2016 Date Founded: 2016
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

checked-icon Does something look wrong? Fix it. | View contact records from SUMMIT WEALTH STRATEGIES

Summit Wealth Strategies Org Chart and Mapping

Employees

Seth Roggenkamp

Financial Planning and Analysis Intern

Shawn O'Keefe

Founder | Managing Director | Sr. Wealth Advisor

Alicia Hicks

Director of Finance and Human Resources

Adam Bippen

Wealth Management Advisor

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Summit Wealth Strategies

Answer: Summit Wealth Strategies's headquarters are located at Swingley RDG Rd, CHESTERFIELD, , 63017, Missouri, 16020, United States

Answer: Summit Wealth Strategies's phone number is 63********

Answer: Summit Wealth Strategies's official website is https://swsllc.com

Answer: Summit Wealth Strategies's revenue is $10 Million to $25 Million

Answer: Summit Wealth Strategies's SIC: 6282

Answer: Summit Wealth Strategies has 11-50 employees

Answer: Summit Wealth Strategies is in Financial Services

Answer: Summit Wealth Strategies contact info: Phone number: 63******** Website: https://swsllc.com

Answer: At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth everything money cant buy and death cant take away. We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you. Services offered through Summit X, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Summit X, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit X, LLC unless a client service agreement is in place.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access