Our valued clients demand excellence, innovation and professionalism, and as CPAs and financial advisors, Summit Capital Advisors has a comprehensive skillset that provides tax-optimized wealth management solutions that meet those demands. We strive to help you achieve your financial goals so that your hopes and dreams can become a reality. Your financial well-being is an ongoing process throughout life and we’re here to help you make the right financial decisions each step of the way.
We currently are licensed to do business in the state of Oklahoma. This is not an offer to sell securities in any other state or jurisdiction.