Summit Wealth & Retirement Partners
BizScore
Contact Information
-
Address
435 E Shore Dr STE 220, Eagle, ID -
Phone
(208) 514-0880 -
Website
summitwealthpartners.com
Location
About Summit Wealth & Retirement Partners
Summit Wealth & Retirement Partners is a wealth management firm in Eagle, Idaho, serving individuals and families with personalized financial planning and investment strategies. The firm specializes in retirement planning, wealth management, estate strategy, and life insurance solutions, catering to entrepreneurs, executives, pre-retirees, retirees, and high-net-worth individuals. With a 5.00 rating and a strong reputation based on client reviews, the firm emphasizes one-on-one collaboration and long-term financial goal achievement. While headquartered in Dallas, Texas, the firm maintains a local presence in Eagle, offering tailored financial guidance to clients in the region.
The firm operates through a structured three-step process, Assess, Strategize, and Implement, designed to align financial plans with each client’s unique profile, risk tolerance, and life goals. Its team includes certified professionals such as Nasmi Morales, CFP, Barrett Koerner, CLU, ChFC, and Anthony (Tony) Coward, all of whom bring decades of combined experience in financial planning. As part of Equitable Advisors, a nationally recognized wealth management firm, Summit Wealth & Retirement Partners offers access to a broad range of financial products and services, including fee-based investment management, company benefits planning, and long-term care and disability income insurance.
Located at 435 E Shore Dr, Suite 220 in Eagle, the firm sits just a short walk from Reid Merrill Park and Idaho Allergy, with Saint Alphonsus Eagle Health Plaza about a quarter-mile away. It is also near The UPS Store and the Ballentine Canal, situated along South Eagle Road, a key local thoroughfare.
With a perfect 5.00 rating and a client-focused approach rooted in trust and personalized service, Summit Wealth & Retirement Partners is recognized for its reliability and expertise in guiding clients through complex financial decisions. The firm stands out in Eagle for its commitment to individualized planning and long-term financial security.