Summit Wealth Advocates

Financial Services - , N/A, US

Summit Wealth Advocates Employees
Bruce Primeau

President, Wealth Advocate

Contact Bruce Primeau

Jon Govin

Vice-President Wealth Management - CIO

Contact Jon Govin

Kay Strand

Bookkeeper and Admin

Contact Kay Strand

Matt Wright

Chief Investment Officer

Contact Matt Wright

Anita Kalafut

Wealth Advocate

Contact Anita Kalafut

Anita CFP

St. Paul Area - Wealth Advocate

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Kaitlin Strand

St. Paul Area - Bookkeeper

Contact Kaitlin Strand

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Summit Wealth Advocates Senior Management
Jon Govin

Vice-President Wealth Management - CIO

Contact Jon Govin

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Summit Wealth Advocates Details

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.

Summit Wealth Advocates logo, Summit Wealth Advocates contact details
Employees: 10 - 19
HQ: 763-355-5873
Location: , N/A, US
Revenue: 1 - 2.5 Million
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