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Summit Financial Relocating Lafayette Headquarters To Better Accommodate Firm's Growth Plans

Lafayette, La (2 December 2020) - Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth management firms in Louisiana, today announced it will be relocating to a larger office in Lafayette to accommodate growth plans.

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Homegrown Talent Takes on Expanded Role at Summit Financial 

Monroe, La (17 November 2020) - Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth management firms in Louisiana, today announced that one of its homegrown leaders is taking on an expanded role to enhance the firm’s service offerings.

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Additional Financial Support Available for Louisiana Small Businesses

Lafayette, La (27 July 2020) - Summit Financial Wealth Advisors (“Summit”), an independent wealth management firm serving Louisiana and the Gulf Coast, reminded businesses today that relief funds for those impacted by the COVID-19 pandemic remain available at the local, state and federal government levels.

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Summit Financial Expands Senior Team

Lafayette, La (16 July 2020) - Summit Financial Wealth Advisors (“Summit”), one of the largest independent wealth management firms in Louisiana, announced today the addition of Wes Gautreaux as Managing Director, a new senior position within the growing firm.

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Summit Financial to Match $25,000 in Food Bank Donations

Lafayette, La (30 April 2020) - Summit Financial Wealth Advisors is proud to announce a matching dollar-for-dollar relief effort of up to $25,000 in support of Second Harvest Food Bank. The fundraising initiative will assist the food bank in its service to Southern Louisiana as the area recovers from the economic repercussions of the COVID-19 pandemic.

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Summit Financial’s Joel Robideaux Appointed Vice Chairman of Louisiana Economic Recovery Task Force 

Lafayette, LA (23 April 2020) – Former Lafayette Mayor-President Joel Robideaux, an Investment Advisor Representative at Lafayette-based Summit Financial Wealth Advisors, has been appointed Vice Chairman of the Louisiana Economic Recovery Task Force.


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