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We Provide Comprehensive Wealth Management Services to Individuals, Families, and Business Owners.


What Sets Us Apart?

As a fiduciary, fee-only, Registered Investment Advisory firm in the Twin Cities, we offer objective advice, not products. 


Families with Special Financial Needs Minneapolis, MN Total Wealth Advisors

We understand Families with Special Needs.

Whether you're a parent, relative, or a friend of someone with special needs, We are passionate about helping your family Plan. We live in a complex world and navigating through Special Needs Wealth and Transfer Planning requires a team with experience in the area of Special Needs Planning. 

 

Small Business Owners Minneapolis, MN Total Wealth Advisors

We understand Business Owners.

Whether you are new business or your business has been operating through generations, We Understand Business Owners. We help you design a retirement plan that's best suited to your business. From the simple to the complex, We Understand Business Owners.


Significant Life Transitions Minneapolis, MN Total Wealth Advisors

We understand Significant Life Transitions.

Retirement Planning, Estate Planning, Investing, Tax Planning, Education Planning and withdrawal strategies. We Understand Significant Life Transitions.