Summit Wealth Advocates began with a relatively simple idea – provide holistic financial services for a fair price that is transparent, and goes beyond just investment management. We want to blend all aspects of the client’s financial situation so that they work together and are done in the clients’ best interests.
When Bruce and Jon started SWA, they realized that one common theme continued to surface: Do what is right for the client. Our vision was to create a unique, proactive approach to wealth management and assist clients in achieving their goals and objectives. This became our core value statement and continues to drive our business today.