Dickholtz Health & Wealth

Summit Wealth Advisors is a financial advisor located in Scottsdale, AZ. They provide a variety of financial services, including 401(k) retirement plans and Individual Retirement Accounts, 529 qualified tuition plans, annuities, mutual funds, certificates of deposit, U.S. Treasury securities, group retirement and savings plans, simplified employee pension plans, qualified retirement plans, other retirement savings plans designed specifically for employee groups, life insurance, long-term care, disability and critical illness, and health insurance group health benefits. Summit Wealth Advisors has a team of experienced financial advisors who can help you reach your financial goals.

David A. Gray, CFP - Buttonwood Financial Partners is a financial services company that can help you reach your financial goals. They offer a variety of services, including investments, retirement plans, tax plans, college plans, estate plans, and insurance. Their team of experienced financial professionals will work with you to create a personalized plan that meets your specific needs and goals.

Our founders, Don Callaghan and Curt Thompson, are pioneers of the Outsourced Chief Investment Officer (OCIO) model, building the first OCIO firm ever to over $20 billion in assets under management. From this history of innovation, Global Strategic NextGen OCIO is the next stage of evolution for the OCIO space, serving institutions and high-net worth families, making our firm one of the fastest growing investment advisory firms in the country. Global Strategic is 100% employee-owned and operated. As our client, you receive personalized, quality service and a true partnership. From the very beginning of our relationship, your dedicated client service team will stand by you and work with you through any scenario.