Summit Wealth Advocates, LLC is a fee-only financial advisory firm based in Champlin, MN. They specialize in providing innovative planning processes and tax-focused investment strategies to help clients refocus their time and energy on what matters most to them.
As fiduciaries, Summit Wealth Advocates acts in the best interest of their clients at all times, offering independent financial planning and investment management services. With a team of experienced CPAs and Enrolled Agents, they bring tax expertise to their clients' financial plans, ensuring tax efficiency in their investment management strategies.
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