Summit Wealth Advocates, LLC

SWA is a solution-driven wealth management firm with advisors throughout the Twin Cities.  However, we work with clients across the United States.  As a fiduciary, we help clients identify their specific life goals by designing an objective financial plan outlining unique opportunities to be utilized to achieve those goals, which typically include:

• Plan for retirement (i.e. when, where, how much, etc.)
• Potentially improve portfolio performance by using passive, low-cost, tax-efficient securities, and designing strategies to invest available dollars more tax effectively using an Asset Location Strategy approach
• By using our extensive tax background, we design and implement multi-year tax minimization strategies including concentrated stock and stock option planning
• Generate ideas to better leverage small business ownership
• Review of mortgage / debt and potentially assist with interest reduction techniques
• Estate plan design and implementation assistance
• Review of life, disability and property casualty insurance coverages for appropriate coverage levels

Our advisors are all Certified Financial Planners TM. We also have team members who are Certified Public Accountants or Enrolled Agents.  We leverage our tax expertise in our portfolio management techniques (via our Asset Location Strategy) as well as employing multi-year tax minimization tactics.