Summit Wealth Advocates, LLC, a financial advisory firm based in Prior Lake, MN, has recently been acquired by Avantax WM Holdings, Inc. This strategic partnership allows Summit Wealth Advocates to enhance their client services and leverage Avantax for office operations, while ensuring a seamless transition for their clients.
As a fee-only financial advisory firm, Summit Wealth Advocates focuses on helping clients refocus their time and energy on what matters most to them. With an innovative planning process and tax-focused investment strategy, they provide personalized financial planning and investment management services, acting as fiduciaries to always prioritize their clients' best interests.
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