Our Services
Wealth Management
Investment management encompasses investment advice, portfolio construction, risk assessment, and performance analysis to grow and protect your assets. I develop personalized strategies to meet your financial objectives, facilitating confident investment decisions. Emphasizing long-term growth and diversification, effective investment management is essential for achieving financial independence and stability.
Financial & Retirement Planning
Financial and retirement planning is key to a secure future. At Summit Wealth, I recognize that everyone's goals and situations are different. My method blends personalized plans with thorough market analysis to help you create and manage a portfolio that fits your dreams. Whether you are starting your career or approaching retirement, I assist you with investment choices, tax planning, and risk management specifically for you. I focus on long-term stability to help you make informed choices and reach financial independence.
Tax Preparation & Advising
At Summit Wealth, we recognize that tax preparation can be complicated and time-consuming. As an Enrolled Agent, I simplify this process by offering in-house tax preparation services customized for your specific financial needs. I prioritize accuracy and efficiency, helping you maximize deductions while ensuring compliance with changing tax laws. Let me simplify your tax season and hopefully make your tax season less stressful.
Hello, I’m Jeremy! I was born in Little Rock, AR and moved to the Wichita area when I was 5 years old. I married the love of my life, Kourtney, in October 2013 & since then we’ve added two little ones to our family. In my spare time I enjoy reading, traveling and spending time with family.
I attended college at Wichita State University and graduated in 2015 with my Bachelors in Business Administration. Since then I’ve gone on to become an Enrolled Agent (EA) and obtained my Series 65 securities license.
I take pride in being a financial advisor that also prepares tax returns for my clients—giving me a unique, year-round view of your entire financial situation. This integrated approach helps uncover opportunities and avoid costly mistakes that others often miss.
About Me
Contact Us
Summit Wealth
547 E. Grand Ave.
Haysville, KS 67060
316-641-7389
jeremy@summitwealthllc.com
If you’re interested in more information about what we can do for you, please provide your information, and we will contact you soon. We look forward to connecting with you.
© 2025 Summit Wealth LLC. All rights reserved.
Summit Wealth LLC ("Summit Wealth") is a Registered Investment Adviser offering advisory services in the State of Kansas and in other jurisdictions where exempt from registration. Jeremy Rowley is an Investment Adviser Representative of Summit Wealth and an Enrolled Agent authorized to represent taxpayers before the IRS.
Investment advisory services are provided on a fee-only basis. We do not earn commissions. Custody and brokerage services provided by Charles Schwab & Co., Inc., Member SIPC.
Registration as an investment adviser does not imply a certain level of skill or training.