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
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.