Bruce Primeau (CFP®, CPA/PFS)

Bruce Primeau focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

PLANNING SPECIALITIES:

We offer a fully integrated Wealth Management Service that includes:

  • Review of Retirement Goals and Multiple Projection Designs
  • Social Security and Pension Benefit Strategies
  • Current and Retirement Cash Flow Planning
    • Tax-Efficient Withdrawal Strategy:  We design a client-specific action plan for tax-effectively generating a cash flow stream from a retiring client’s various cash producing resources.  Those resources typically include pension income, Social Security benefits, taxable, tax-deferred and tax-free account drawdowns, rental income and the sale of a business.

  • Investment Analysis, Recommendations and Portfolio Management via SWA's Asset Location Strategy
    • Asset Location Strategy:  We construct client portfolios to leverage the most tax-appropriate securities in the most advantageous locations (taxable, tax-deferred and tax-free).

  • Design and Implementation of Multi-Year Tax Minimization Strategies
    • Tax Minimization:  We design and execute a variety of tax reduction opportunities including (but certainly not limited to) creating a tax-effective savings plan, strategic Roth IRA conversions, tax-reducing charitable contribution approaches.

  • Leveraging Business Ownership
  • Insurance / Risk Management Review and Recommendations
  • Estate and Charitable Planning
  • Education Planning
  • Mortgage / Debt Review and Strategies

Additional Information

Additional Profile Information:

Many advisors claim to offer Wealth Management services but are merely offering investment / portfolio management.  If you are not receiving personal attention and customized solutions for all of your financial needs, you are NOT receiving the Wealth Management Strategy you deserve (and are likely paying for).

Contact Summit Wealth Advocates today to:

  • SAVE TIME AND MONEY:  SWA's Peak Wealth Management Process can help you save time and money, as well as help you achieve financial success.

  • CUT TAXES:  We can likely save you thousands of tax dollars, both now and in the future (via low-cost, tax asset class investing as well as the design and implementation of other tax-saving strategies). 

  • TRIM FEES:  Via our passive investment approach, we can likely reduce the cost of your investments, which can mean more money is working towards your goals.

  • REDUCE STRESS:  You delegate most of the strategy implementation work to us, so you can rest assured things are getting done effectively and efficiently.

  • GET IDEAS:  Begin receiving our idea-generating blogs and tax bulletins now.

NAPFA Start Date

October 22, 2007

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This Office

5871 Crossandra St SE Prior Lake, MN 55372-3337 Phone: (612) 987-9112