Summit Wealth Strategies, LLCFinancial advisor in Chesterfield, MO
Summit Wealth Strategies, LLC is a financial advisor at 16020 Swingley Ridge Rd #110, Chesterfield, MO 63017, ranked #17 of 45 wealth managers in Chesterfield and rated 5.0 from 5 Google reviews. Open Monday to Friday.
Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.
Chesterfield, MOUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 16020 Swingley Ridge Rd #110, Chesterfield, MO 63017Get directions |
|---|---|
| Phone | (636) 532-0088 |
| Website | swsllc.com |
| Hours | Monday to Friday: 8:30 AM – 5 PM |
| Google rating | 5.0 from 5 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Wealth Managementbusiness name
Service area
Serves Chesterfield and 11 towns within 25 miles: Ballwin, Manchester, Town and Country, Creve Coeur, Wildwood, Maryland Heights, Kirkwood, Saint Charles, Saint Ann, Overland and Saint Peters.
Opening hours
| Day | Hours |
|---|---|
| Monday | 8:30 AM – 5 PM |
| Tuesday | 8:30 AM – 5 PM |
| Wednesday | 8:30 AM – 5 PM |
| Thursday | 8:30 AM – 5 PM |
| Friday | 8:30 AM – 5 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
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Compare nearby financial advisors
| Business | Rank | RFA Score | Google rating | Saturday | Sunday | Distance away |
|---|---|---|---|---|---|---|
| Summit Wealth Strategies, LLC (this business) | — | 65 | 5.0 (5) | No | No | |
| Next Chapter Wealth Management | #16 | 65 | 5.0 (8) | No | No | 6.0 mi |
| John A Beaudoin - Private Wealth Advisor, Ameriprise Financial Services, LLC | #18 | 65 | 4.3 (6) | — | — | 3.7 mi |