Summit Wealth Strategies is a respected boutique financial firm with more than 60 years of combined experience in the retirement planning sector. The firm has built a reputation for offering high-quality retirement planning services tailored to individuals who seek effective wealth management during their retirement years. Summit Wealth Strategies’ primary focus is on providing clients with the tools and strategies necessary to grow, protect, and distribute their wealth in a way that pursues confidence.
One of the founders, Keith Fedor, a Financial Planner with the prestigious Retirement Income Certified Professional® (RICP) designation from the American College of Financial Services, Summit Wealth Strategies has been able to carve out a niche in the competitive world of retirement planning. With a strong belief in a personalized, hands-on approach, Keith’s guidance has helped many clients transition from uncertainty about their retirement to greater confidence about their financial future. He takes pride in offering a service that is both educational and empowering, helping clients to not only protect their wealth but also to understand how to manage it effectively throughout retirement.
“Retirement planning isn’t just about accumulating wealth; it’s about creating strategies that allow individuals to retire comfortably and securely,” said Keith Fedor, the firm’s founder. “My goal is to ensure that our clients’ money works for them during retirement, giving them confidence to enjoy this important stage of their lives.”
One of the key differentiators of Summit Wealth Strategies is its specialization in retirement income strategies. While many financial firms provide general investment and wealth management services, Summit Wealth Strategies focuses specifically on the complexities of retirement income distribution. This includes helping clients craft sustainable income strategies, manage risk during retirement, and navigate the challenges that can arise when transitioning from a career to retirement. The firm aims to provide clients with tailored solutions that align with their unique financial goals, risk tolerance, and personal aspirations for retirement.
Keith Fedor’s expertise is not only backed by his RICP designation but also by his qualifications and experience in investment management. He is an Investment Advisor Representative with LPL Financial and holds a variety of industry licenses, including the FINRA Series 7, Series 63, and Series 65, held through LPL Financial. In addition, he is a licensed insurance agent in many states. His academic background at the Wharton School at the University of Pennsylvania further enhances his ability to craft strategies that meet the evolving needs of retirement planners in an ever-changing economic environment.
“A significant part of what we do at Summit Wealth Strategies is helping our clients understand how to protect their assets and manage their retirement income to avoid costly mistakes that could jeopardize their financial security,” said Fedor. “We aim to create a lasting relationship with our clients, ensuring that they feel supported at every step of the retirement planning process.”
Summit Wealth Strategies offers a level of personalized service that many larger firms may struggle to provide. With a small, dedicated team, the firm ensures that each client receives individualized attention, tailored strategies, and direct access to the firm’s leadership. The firm’s services are designed to empower clients, providing them with the information and confidence to make sound financial decisions.
“Through our years of experience, we’ve encountered various economic challenges, and we are always prepared to guide our clients through both stable and uncertain financial climates,” Fedor explained. “Our clients trust us to manage their most important asset—their future. That’s a responsibility we take very seriously.”
In addition to personalized service, Summit Wealth Strategies leverages advanced financial tools and resources to stay ahead of market trends. This allows the firm to offer clients the most up-to-date strategies for wealth growth, protection, and retirement income distribution. The firm is also committed to educating its clients, helping them understand the complexities of retirement planning and making them active participants in the process.
As a father of three young children, Keith Fedor understands the significance of long-term planning and the peace of mind that comes with securing a financial future for oneself and one’s family. This perspective drives his passion for helping others navigate the challenges of retirement planning and create lasting security for themselves and future generations.
Summit Wealth Strategies’ commitment to delivering thoughtful, strategic retirement planning has earned the firm trust and respect from clients. Its client-first approach, combined with the expertise of its leadership, positions it as a reliable resource for individuals seeking a stable financial future in retirement.
For more information about Summit Wealth Strategies and its retirement planning services, visit Summit Wealth Strategies. You can also follow the firm on social media for updates and insights: Facebook, LinkedIn, and YouTube. For inquiries or to schedule a consultation, contact the office at 615-239-1542.
To learn more about client experiences, visit Summit Wealth Strategies’ profile on Google Reviews.
Keith Fedor is a registered representative with, and security and advisory services offered through, LPL Financial, Member FINRA/SIPC
