Summit Wealth Management, Inc
The Freedom Experience®
In less than an hour, create complete clarity about what you are trying to accomplish with your money.
Meet Chad Tennant |
Welcome to our site! The fact that you are visiting means that making smart choices about your money is important to you.
Our clients tell us that our services are a combination of wealth management and life coaching, focused on helping them make the best decisions about their money as they accomplish their goals. To stay focused on what’s important, we’ve developed a unique process to help you gain a clear vision of your future. This process begins by completing your Financial Road Map®.
The financial issues are easy, therefore our process is designed to free you up to spend more time on those things that are more important than money.
After all, isn’t the accomplishment of your goals the best evidence that you’ve made smart choices about your money?
Discover how having a Financial Road-Map® will help you create a positive vision of your future.
How a simple exercise could change your life.
Chad shares a story about a couple’s experience while creating their Financial Road Map®.
Click Here To Download FREE
"A Conversation Over Golf
A Guide To Finding A Trusted Advisor
...not a Salesperson"
Spend more time doing the things you love!
Chad discusses the gift of time and how we use the Financial Road Map® to help you remain focused on what’s important to you.
It helps you decide to delegate or go-it-alone.
The Financial Road Map® is only the beginning! Mark gives you an overview of the team and what we do to help you achieve success.
“The Greatest Thing About Having A Trusted Advisor”