top of page

Model Data

Last Updated: 5.2.2025

ADV

These materials have been independently produced by Summit Financial Wealth Advisors.
Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
Intelligent Portfolios™ is an automated investment management service for independent
advisors sponsored by SWIA and available exclusively through independent investment
advisory firms like Summit Financial Wealth Advisors. Summit Financial Wealth Advisors, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles
Schwab & Co., Inc.

Privacy Policy

Summit Financial Wealth Advisors is an independently managed firm.

Securities offered through Registered Representatives of Cetera Advisor Network, LLC, member FINRA/SIPC. Cetera is under separate ownership than any other named entity.

Advisory services offered through Summit Financial Wealth Advisors, an independent Registered Investment Advisor.

Check out the backgrounds of our investment professionals on FINRA's BrokerCheck.

1021 E. St Mary Blvd. Lafayette,LA

Office: 337-232-1141

Fax: 337.232.1137

1890 Hudson Cir. Ste 1. Monroe, LA*

Office: 318-323-3752

Fax: 318-387-4511

2102 Floyd Park Dr. Ruston, LA*

Office: 318-255-1005

Fax: 318-255-1005

433 Metairie Rd, Ste 501. Metairie, LA*

Office:504-324-3282

Fax: 337-232-1141

info@summit-financial.com

*This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

bottom of page