FEE ONLY FINANCIAL ADVISORS
INSPIRED BY OUR FIDUCIARY RESPONSIBILITY TO CLIENTS, WE CREATE ORDER AND OPPORTUNITY OUT OF COMPLEXITY.
INDEPENDENT - CLIENT ADVOCATE
Time is precious - You start with 365 days in a year, 24 hours in a day, 60 minutes in an hour, 60 seconds in a minute – that is it. And the older you get, it becomes more apparent that time, is where you are coming up short, to do what you really want to do. You can’t buy more, you can only make the best use of the time you have.
Summit Wealth Advocates (SWA) gives you back what you value most – your time, for your life!
You can take back your time by leveraging SWA’s wealth management experience. We assist you with the many financial responsibilities and leverage our expertise with our team of experts, reducing or eliminating time constraints and stress that you face on a daily basis.
The business of your day overtakes your desire to plan. Planning for your life passion seems to take the back seat.
What role will your pension, IRA, 401(k), Roth play in life without work?
Do you understand how to optimize your benefits, to get the most out of what you have in a tax efficient manner?
If your answer is “I don’t know,” or “I haven’t thought about that,” then Summit Wealth Advocates is the firm you are looking for. Our custom designed financial strategies add direction to your financial life, helping you live well into your future - so you can concentrate on what you want to do.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Wealth Advocates, LLC, or its editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other sites endorsing a strategy or security should not be construed to be a recommendation of that strategy or security by Summit Wealth Advocates, LLC. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Summit Wealth Advocates, LLC, a registered investment advisory firm in the state of Minnesota.
The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Minnesota or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Minnesota and certain other states.
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain articles and commentary: ©2013 Forefield, Inc. Other text, articles and logos: ©2013 Summit Wealth Advocates, LLC, Bruce Primeau, President.