You may be looking for a financial advisor for many different reasons. You might be planning for retirement, minimizing your tax liability, or saving for a specific goal. You may need help selecting investments or mitigating investment risk. Wealth management services may be the answer for you. A financial advisor can answer your financial planning and investment questions. Keep reading below to learn more about what is included in wealth management services.
Wealth Management Services
We provide advice to individuals and families to simplify and improve their financial lives. As part of our wealth management services, we include both a comprehensive financial plan and discretionary investment management.
We can also provide a holistic assessment of your financial position, investment policy formulation, socially responsible investing options, asset allocation strategies, risk management, investment manager selection, investment performance monitoring, and periodic investment portfolio rebalancing. Our team of advisors can help you align your finances with your objectives.
We customize our approach as needed with the families and individuals we work with to incorporate their specific wishes. We will also provide an action plan to apply the agreed-upon changes from the financial planning recommendations. We also work with our client’s other advisors, such as bankers, accountants, lawyers, and insurance agents.
Our approach is disciplined, transparent, and founded on evidence-based academic insights. We follow a scientific and logical method that helps investors make informed decisions. As you work with wealth management services in Minneapolis, MN, you can control the critical investment policy decisions while delegating the details of portfolio management to us.