Summit Wealth Strategies

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1910 Market St Ste A
Redding, CA 96001

Summit Wealth Strategies is a boutique financial advisory firm based in Redding, CA, specializing in retirement planning and investment management. With over 60 years of combined experience, the firm prides itself on delivering personalized, white glove services designed to navigate the complexities of retirement and financial stability.

The team at Summit Wealth Strategies focuses on a holistic approach to wealth management, emphasizing tax optimization, sustainable spending, and effective income strategies. Their commitment to client education and responsive service fosters strong, trust-based relationships, ensuring that clients feel secure and informed as they approach retirement.

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