Bruce A. Primeau

Bruce A. Primeau

| BS, CFP®, CPA/PFS

Summit Wealth Advocates, LLC

Fee Only Financial Planner Located in Prior Lake, MN and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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5871 Crossandra Street SE
Prior Lake, MN 55372

Bruce Primeau is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Bruce has been in the financial services industry for over 19 years and started Summit Wealth Advocates (SWA) in 2010.  Prior to forming SWA, Bruce spent the last 10 years with two prominent Twin Cities Wealth Management firms.  Bruce also worked as a Certified Public Accountant with a CPA firm in Plymouth, specializing in tax planning and preparation for executives and business owners.
 
While working full time, Bruce attended the University of St. Thomas and graduated Summa Cum Laude in 1993 with a B.A. Degree in Accounting.  He achieved an Outstanding High Score on the November 1993 CPA Exam.
 
Working as a financial advisor, Bruce passed the Certified Financial PlannerTM Exam in 2003 and achieved the Personal Financial Specialist (PFS) designation awarded by the American Institute of Certified Public Accountants.
 
In 2007 Bruce became the first partner at his prior firm and was responsible for managing 70 to 80 client relationships.  He was also responsible for new client development as well as staff mentoring and management.  He was also a member of the investment committee and helped formulate low-cost investment strategies for clients.
 
“I love being a financial advisor” says Bruce.  I thrive on helping my clients plan for and achieve their financial goals as it makes me feel good to know that I have helped a special group of people plan for retirement, save taxes, put their children through college, purchase a home and achieve many other financial goals.”  Bruce adds, “I personalize my relationships with my clients as most of them are dealing with many of the same financial issues that my family and I are dealing with.  From personal experience, I know it’s difficult for a family to stay on top of their finances given their busy schedules and I feel that we, as advisors, bring a tremendous value to each relationship by allowing families to focus on enjoying their time with one another instead of trying to find time to manage their finances.”
 
Bruce specializes in working with families with complex financial situations including concentrated stock / options, multi-generational wealth planning, and multi-year income and estate tax minimization strategies.  “I enjoy educating my clients on the numerous opportunities they have available to them, as well as coaching them regarding which ones I believe they should be leveraging,” says Bruce.
 
In his personal time, Bruce enjoys baseball, playing golf and coaching daughter’s hockey team.  He says, “Teaching 12 and 13 year olds the value of teamwork, discipline and hard work is something I look forward to each year.  I find these values are something they will eventually take with them throughout their lives as they look to succeed in friendships, school, sports, their careers and eventually their own families.”
 
Please visit www.summitwealthadvocates.com to learn more about how we can help you and your family achieve your financial summit.