Welcome to Summit Pointe Advisors

A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.