Summit Wealth Strategies Employee Directory

Financial ServicesMissouri, United States11-50 Employees

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can’t buy and death can’t take away.

We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you.

Services offered through Arax Advisory Partners, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Arax Advisory Partners, LLC , doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Arax Advisory Partners, LLC dba Summit Wealth Strategies unless a client service agreement is in place.

Find Summit Wealth Strategies employees' phone numbers or email addresses

Summit Wealth Strategies Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Summit Wealth Strategies's Leadership

  • Stylized image of a person
    T. K.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    R. C.
    Founder
    Phone icon
  • Stylized image of a person
    P. D.
    Partner
    Phone icon
  • Stylized image of a person
    M. O.
    Managing Partner, Wealth Manager
    Phone icon
  • Stylized image of a person
    K. N.
    Partner/Retirement Specialist
    Phone icon
  • Stylized image of a person
    K. P.
    Partner/Certified Retirement Planning Specialist
    Phone icon
  • Stylized image of a person
    D. B.
    Partner
    Phone icon
  • Stylized image of a person
    E. B.
    Senior Financial Consultant / Managing Partner
    Phone icon

Summit Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Human Resources
  • Legal
  • Other

Contact profiles from Summit Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. D.
    Partner
    Phone icon
    United StatesMissouri
    Jan 28, 2026
  • Stylized image of a person
    M. O.
    Managing Partner, Wealth Manager
    Phone icon
    United StatesMissouri
    Nov 16, 2025
  • Stylized image of a person
    K. N.
    Partner/Retirement Specialist
    Phone icon
    Nov 13, 2025
  • Stylized image of a person
    K. P.
    Partner/Certified Retirement Planning Specialist
    Phone icon
    United StatesMissouri
    Nov 20, 2025
  • Stylized image of a person
    T. K.
    Chief Compliance Officer
    Phone icon
    Oct 27, 2025
  • Stylized image of a person
    R. C.
    Founder
    Phone icon
    United StatesSouth Carolina
    Oct 27, 2025
  • Stylized image of a person
    D. B.
    Partner
    Phone icon
    Apr 14, 2025
  • Stylized image of a person
    E. B.
    Senior Financial Consultant / Managing Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. N.
    Partner Retirement Specialist
    Phone icon
    United States
    Oct 18, 2024
  • Stylized image of a person
    M. O.
    Managing Partner, Wealth Manager
    Phone icon
    United StatesMissouri
    Oct 23, 2024

Frequently Asked Questions

What is Summit Wealth Strategies known for?

Minus sign iconPlus sign icon
Summit Wealth Strategies was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 16020 Swingley Ridge Road Suite 110 Chesterfield, Missouri 63017 United States; you can contact the main corporate office by phone at . Explore Summit Wealth Strategies's company overview page for more information.

What is Summit Wealth Strategies's most common email format?

Minus sign iconPlus sign icon
Summit Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Wealth Strategies email formats with LeadIQ.

How many employees does Summit Wealth Strategies have currently?

Minus sign iconPlus sign icon
Summit Wealth Strategies has approximately 22 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Summit Wealth Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Summit Wealth Strategies's key employees include:

  • Chief Compliance Officer: T. K.
  • Founder: R. C.
  • Partner: P. D.
  • Managing Partner, Wealth Manager: M. O.
  • Partner/Retirement Specialist: K. N.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.