Who We Are
Summit Tax and Wealth Advisory, is a locally owned and operated full service tax and wealth advisory firm serving the Saint Louis metro area. Our goal is to alleviate your financial stress, so you can get back to what matters most to you.
Helpful Content
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
When Markets React
When markets shift, experienced investors stick to their strategy.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!