Summit Wealth Advisors, based in Pittsburgh, Pennsylvania, is a financial advisory firm dedicated to assisting clients across various life stages—including retirees, small business owners, professionals, and women—with personalized financial planning and wealth management services. Their offerings encompass retirement planning, investment strategies, estate planning, insurance, and tax guidance. Employing a structured three-step process—Setup, Strategize, Execute—they aim to develop tailored financial strategies aligned with each client’s goals and risk tolerance. The firm emphasizes building long-term relationships through open communication and provides resources such as portfolio risk analysis tools and educational materials to support clients in making informed financial decisions.