Summit Wealth Advocates

Summit Wealth Advocates Summit Wealth Advocates
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Summit Wealth Advocates is an independent fee-only advisory firm, providing comprehensive financial planning, estate planning, investment management and tax consulting services for corporate executives, physicians, business owners and high net worth individuals and families. We were founded on the belief that investors with significant wealth would be better served by a low-cost investment firm that focuses on pairing a CFP with a CPA to help you create order and opportunity out of complexity.

Address

5871 Crossandra Street SE
Prior Lake, MN
55372

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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