Bruce A. Primeau,  CFP<sup>&reg;</sup> - Financial Advisor

Bruce A. Primeau, CFP®



Summit Wealth Advocates, LLC

5871 Crossandra St SE
Prior Lake, MN 55372
(612) 987-9112


Bruce Primeau is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Advocates, LLC in Prior Lake, MN and the surrounding communities.

Financial Advisor Overview

SWA is a "fee only", comprehensive wealth management firm located in Prior Lake and Champlin, Minnesota and with clients throughout the U.S.  Our specialty is helping clients identify and quantify their financial goals and designing the “game plan” that will provide them with the best opportunity to achieve those goals. Those goals typically include planning for retirement, multi-year tax minimization strategies, coordinated portfolio management, concentrated stock and stock option planning, leveraging small business ownership, leveraging mortgage / debt opportunities, estate plan design and implementation as well as a comprehensive review of all insurance coverages to make sure their family is well protected against catastrophe.


Financial Advisor Experience

I have been counseling individuals and families with their financial planning and tax needs since 1993.  I started my own practice in August 2010 and we have clients located throughout the United States.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances


Helpful Financial Planning Resources