Bruce A. Primeau, CFP^®

CPA,

President

Summit Wealth Advocates, LLC

5871 Crossandra St SE
Prior Lake, MN 55372

FINANCIAL ADVISOR'S WEBSITE

www.summitwealthadvocates.com

(612) 987-9112

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$300,000

General

Bruce Primeau is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Advocates, LLC in Prior Lake, MN and the surrounding communities.

Financial Advisor Overview

SWA is a "fee only", comprehensive wealth management firm located in Prior Lake and Champlin, Minnesota and with clients throughout the U.S. Our specialty is helping clients identify and quantify their financial goals and designing the “game plan” that will provide them with the best opportunity to achieve those goals. Those goals typically include planning for retirement, multi-year tax minimization strategies, coordinated portfolio management, concentrated stock and stock option planning, leveraging small business ownership, leveraging mortgage / debt opportunities, estate plan design and implementation as well as a comprehensive review of all insurance coverages to make sure their family is well protected against catastrophe.

Financial Advisor Experience

I have been counseling individuals and families with their financial planning and tax needs since 1993. I started my own practice in August 2010 and we have clients located throughout the United States.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances