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Our Services for Individuals and Families

Comprehensive Financial Planning

Asset management
Investment planning and review
Education funding
Disability analysis
Life insurance
Retirement planning
Long term care
Tax reduction strategies

Estate Transfer and Protection

Minimization of estate tax
Funding estate tax liability
Asset protection
Maximization of family wealth

Family Wealth

Family Wealth Creation
Family Wealth Preservation
Family Wealth Transfer

To schedule an appointment, please call (314) 480.1393 or e-mail info@summit-advisory.com.

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Our Services

For Individuals

Comprehensive Financial Planning

Estate Transfer and Protection

Family Wealth

For Businesses

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.