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 Primeau and Jon Govin 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.

In June 2023. Avantax Wealth Management Holdings, Inc. (Avantax) acquired Summit Wealth Advocates. Avantax supports a network of independent tax and non-tax professionals who provide comprehensive financial 
services to families, individuals and small businesses. With more than 3,100 Financial Professionals managing over 
$80 billion in assets across all 50 states, you can be confident in the financial advice you receive.

This move allows Summit Wealth Management to devote more time to our clients, while providing holistic, tax-intelligent financial planning. Avantax will provide our current staff full administrative and back-office support, bolstered by its 25-year track record of success.  

Summit Wealth Advocates advisors continues to get to do what we love – working to make a difference in our clients' lives.