Summit Private Wealth Management

Summit Private Wealth Management Cambridge does not offer tax or legal advice.

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor

Cambridge and Summit Private Wealth Management are unaffiliated.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
06/16/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/14/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

What’s the difference between a General Obligation bond and a Revenue bond?
06/11/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/09/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
06/07/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
06/04/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
06/02/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
05/31/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Even low inflation rates can pose a threat to investmentreturns.
05/28/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Address

4008 Gateway Drive, Suite 120
Colleyville, TX
76034

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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