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Comprehensive Financial Planning

Our goal is to provide our clients with a comprehensive, objective personal financial analysis.
Our professionals will help you develop a plan that takes into account your lifestyle,
your investment values, your family, and your legacy. The result is a helpful tool for
the preservation, management and transfer of your wealth.

Our professionals can assist you with the following financial planning needs:

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

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Our Services

For Individuals

Comprehensive Financial Planning

Asset Management

Investment Planning and Review

Tax Reduction Strategies

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.