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Summit Tax and Wealth AdvisoryFinancial advisor in Saint Peters, MO

Summit Tax and Wealth Advisory is a financial advisor at 1441 Triad Center Dr, St Peters, MO 63376, ranked #24 of 155 financial planners in Saint Peters and rated 4.2 from 25 Google reviews. Open Monday to Thursday.

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.

Saint Peters, MOUpdated 0 paid placements in any rankingHow we rank

Call (636) 220-1288Website ↗

Key facts

Key facts about Summit Tax and Wealth Advisory
Address1441 Triad Center Dr, St Peters, MO 63376, Saint Peters, MOGet directions
Phone(636) 220-1288
Websitesummittaxandwealth.com
HoursMonday to Thursday: 8:30 AM – 4:30 PM
Google rating4.2 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Saint Peters and 11 towns within 25 miles: Saint Charles, Chesterfield, O'Fallon, Dardenne Prairie, Maryland Heights, Bridgeton, Creve Coeur, Ballwin, Lake Saint Louis, Saint Ann and Manchester.

Based in Saint Peters, MOView on map

Opening hours

Opening hours for Summit Tax and Wealth Advisory
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Tax and Wealth Advisory

How is Summit Tax and Wealth Advisory ranked in Saint Peters?

Summit Tax and Wealth Advisory is ranked #24 of 155 financial planners in Saint Peters by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Tax and Wealth Advisory’s hours?

Summit Tax and Wealth Advisory is open Monday to Thursday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Tax and Wealth Advisory serve?

Serves Saint Peters and 11 towns within 25 miles: Saint Charles, Chesterfield, O'Fallon, Dardenne Prairie, Maryland Heights, Bridgeton, Creve Coeur, Ballwin, Lake Saint Louis, Saint Ann and Manchester. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Tax and Wealth Advisory?

Summit Tax and Wealth Advisory has a rating of 4.2 from 25 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Tax and Wealth Advisory?

Call Summit Tax and Wealth Advisory on (636) 220-1288. The business is at 1441 Triad Center Dr, St Peters, MO 63376, Saint Peters, MO. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summit Tax and Wealth Advisory compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Tax and Wealth Advisory (this business)—674.2 (25)NoNo
Confluence Wealth Management#5685.0 (50)NoNo23.8 mi
Synergy Wealth Solutions#6684.6 (38)NoNo7.0 mi
Hertzler Wealth Management#8674.8 (21)NoNo7.1 mi

See all 155 ranked financial planners in Saint Peters