Summit Wealth Advocates, LLC
www.summitwealthadvocates.comSummit Wealth Advocates is a fee-only personal financial advisory firm designed to provide investment management, advanced planning and resource management for families, with objective and comprehensive financial planning counsel. We have over 20 years of combined experience in working with familes with both simple and complex financial needs.
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Summit Wealth Advocates is a fee-only personal financial advisory firm designed to provide investment management, advanced planning and resource management for families, with objective and comprehensive financial planning counsel. We have over 20 years of combined experience in working with familes with both simple and complex financial needs.
Read more
Country
State
Minnesota
City (Headquarters)
Prior Lake
Employees
1-10
Founded
2010
Estimated Revenue
$1 to $1,000,000
Social
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View all employeesPotential Decision Makers
Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Founder , Wealth Management Advisor
Email ****** @****.comPhone (***) ****-****Vice - President Wealth Management - Chief Information Officer
Email ****** @****.comPhone (***) ****-****
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Prior Lake, United States
Financial Services
