SUMMITWEALTHADVOCATES.COM

Fee Only Wealth Management | Champlin Prior Lake Minnesota

Summit Wealth Advocates is an independent fee-only comprehensive financial planning firm offering wealth management services to mid net worth to high net worth individuals in the Minneapolis and St. Paul area, with offices in Champlin and Prior Lake Minnnesota. As strictly fee-only personal financial advisors we have been admitted to the National Associatiion of Personal Financial Advisors (NAPFA). Our other affiliations include the AICPA, MNCPA, Fi360, Charles Schwab and Dimensional Fund Advisors (DFA).

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Summit Wealth Advocates, LLC

Bruce Primeau

5871 Cro●●●●●●●●treet SE

Pri●●●ake , Minnesota, 55372

United States

1.95●●●●5261

bp●●●●●●@integra.net

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Summit Wealth Advocates, LLC

Bruce Primeau

5871 Cro●●●●●●●●treet SE

Pri●●●ake , Minnesota, 55372

United States

1.95●●●●5261

bp●●●●●●@integra.net

View this contact

Summit Wealth Advocates, LLC

Bruce Primeau

5871 Cro●●●●●●●●treet SE

Pri●●●ake , Minnesota, 55372

United States

1.95●●●●5261

bp●●●●●●@integra.net

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Fee Only Wealth Management | Champlin Prior Lake Minnesota | summitwealthadvocates.com Reviews

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Summit Wealth Advocates is an independent fee-only comprehensive financial planning firm offering wealth management services to mid net worth to high net worth individuals in the Minneapolis and St. Paul area, with offices in Champlin and Prior Lake Minnnesota. As strictly fee-only personal financial advisors we have been admitted to the National Associatiion of Personal Financial Advisors (NAPFA). Our other affiliations include the AICPA, MNCPA, Fi360, Charles Schwab and Dimensional Fund Advisors (DFA).

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2 financial advisor

3 prior lake

4 prior lake financial advisor

5 prior lake fee only

6 champlin fee only

7 financial services

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9 Financial planning

10 Finance advisor

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our blog,disclosure,about us,why choose swa,meet the team,our approach,our clients,our services,wealth management strategy,investment management,ch robinson employees,resources,news and weblinks,cfp certified financial planner,why swa,our newsletters

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Fee Only Wealth Management | Champlin Prior Lake Minnesota | summitwealthadvocates.com Reviews

https://summitwealthadvocates.com

Summit Wealth Advocates is an independent fee-only comprehensive financial planning firm offering wealth management services to mid net worth to high net worth individuals in the Minneapolis and St. Paul area, with offices in Champlin and Prior Lake Minnnesota. As strictly fee-only personal financial advisors we have been admitted to the National Associatiion of Personal Financial Advisors (NAPFA). Our other affiliations include the AICPA, MNCPA, Fi360, Charles Schwab and Dimensional Fund Advisors (DFA).

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Summit Wealth Advocates | C.H. Robinson Employees - Summit Wealth Advocates

http://www.summitwealthadvocates.com/our-services/c-h-robinson-employees.html

Friday, 21 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. We specialize in working with C.H.Robinson employees across the U.S. Over the last 12 years SWA advisor, Bruce Primeau, has developed an expertise in:. Multi-year tax minimization strategies. The company's varied stock option plans. The Traditional and Roth 401(k) plans. The Employee Stock Purchase Plan (ESPP). Life and disability insurance. Those goals may include:. Designing and implementing a Financial Plan.

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Summit Wealth Advocates | Meet The Team - Summit Wealth Advocates

http://www.summitwealthadvocates.com/about/meet-the-team.html

Friday, 21 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. Bruce Primeau, CPA, CFP. President, Wealth Advocate. This email address is being protected from spambots. You need JavaScript enabled to view it. Jon Govin, CPA, CFP. Vice President, Wealth Advocate. This email address is being protected from spambots. You need JavaScript enabled to view it. Becky Botzet, CFP. This email address is being protected from spambots. You need JavaScript enabled to view it. In addit...

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Summit Wealth Advocates | Our Clients - Summit Wealth Advocates

http://www.summitwealthadvocates.com/about/who-we-serve.html

Friday, 21 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. Our clients already have or are accumulating wealth and are often business professionals or owners. They are typically very busy with their work and family lives and do not have the time or resources at hand to give full attention to their financial matters. They are often faced with complex planning challenges that require thoughtful, sophisticated and time consuming strategies. CH Robinson Worldwide Employees.

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Summit Wealth Advocates | Our Approach - Summit Wealth Advocates

http://www.summitwealthadvocates.com/about/our-approach.html

Friday, 21 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. SWA’S PEAK WEALTH MANAGEMENT PROCESS:. Our advisors, Bruce and Jon, have been working with families in all Phases of life for over 20 years. Given our extensive experience, we have developed a process that allows us to focus our efforts on each client’s specific situation, all dependent on which Phase of life they are currently experiencing:. Phase I: Base Camp Growth and Accumulation Phase. As individuals and...

5

Summit Wealth Advocates | News & Weblinks - Summit Wealth Advocates

http://www.summitwealthadvocates.com/resources/news-weblinks.html

Friday, 21 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. The Wall Street Journal. Read our most recent CHRW Quarterly Newsletter. 227 East River Parkway. Champlin, MN 55316-5873. 5871 Crossandra Street SE. Prior Lake, MN 55372-3337. Long Lake, MN 55356. This email address is being protected from spambots. You need JavaScript enabled to view it.

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Resources | Got Clarity? | Got Clarity?

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When life gets a little fuzzy. Http:/ www.kevinstravelingtouch.com/. Need a place to relax? Http:/ www.minneapolismaplegrove.stayhgi.com. Find a location near you:. Http:/ www.ncghotels.com/hotelsbylocation. Is Life Coaching for Me? How Does Life Coaching Work? How Do I Choose A Coach?

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Summit Wealth Advisors, LLC. An Independent Wealth Management Firm helping successful families manage, preserve, and transfer their wealth. November 4, 2013. Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help. Don’t put your eggs all in one basket. When the ...

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Fee Only Wealth Management | Champlin Prior Lake Minnesota

Tuesday, 04 April 2017. Managing Wealth at the Highest Level. Call 612.987.9112 or 763.355.5873. NAPFA-National Association of Personal Financial Advisors. AICPA-American Institute of Certified Public Accountants. Put the SWA advantage to work for you. Read timely articles from our SWA team. Send us an email or call us today. We specialize in working with C.H. Robinson employees across the U.S. Do You Need More Time to Enjoy Life? All of your time constraints may be causing you to ask:. So perhaps you've...

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