Wealth Management in Minneapolis To Consider

Whether you’re planning for retirement, working to build long-term wealth, or seeking reliable financial guidance, choosing the right wealth manager can have a significant impact. Minneapolis is home to a wide array of experienced professionals dedicated to helping individuals, families, and business owners pursue their financial goals with confidence.

To make your search easier, we’ve compiled a list of wealth managers in Minneapolis—each offering personalized strategies and tailored support to meet your specific financial needs.

Vector Wealth Management

Vector Wealth Management, based in Minneapolis, Minnesota, is a fee-based, fiduciary financial advisory firm managing approximately $1.3 billion in assets across nearly 3,000 client accounts. Established in 1993 and operating as SNS Financial Group LLC, the firm offers comprehensive services including retirement planning, investment management, tax strategies, estate planning, and business transition planning. Their team of 18 advisors holds certifications such as CFP®, CFA, CPA, and AIF®, providing personalized, conflict-free guidance to individuals, families, and business owners. Vector Wealth Management emphasizes a collaborative, client-first approach, aiming to simplify complex financial decisions and help clients achieve their long-term financial goals.

Address: 43 SE Main St UNIT 236, Minneapolis, MN 55414

Phone: 6123787560

Email: [email protected]

Website: https://www.vectorwealth.com/

Palisade Asset Management LLC

Palisade Asset Management is an independent, employee-owned investment firm headquartered in Minneapolis, Minnesota, founded in 2002. The firm specializes in providing customized investment management and comprehensive family office services to high-net-worth individuals, families, business owners, and executives across the United States. Palisade’s investment approach focuses on high-quality individual securities, balancing growth potential with stability and tax efficiency. Their family office services include financial planning, tax and estate advisory, individual trustee services, and philanthropic planning, all tailored to each client’s unique circumstances. With approximately $1.3 billion in assets under management and a client base of 103, Palisade emphasizes long-term relationships and a client-centric approach to wealth management.

Address: 100 S 5th St #420, Minneapolis, MN 55402

Phone: 6124552900

Email: [email protected]

Website: http://www.palisadeam.com/

Logan Park Wealth Management

Logan Park Wealth Management (LPWM), based in Minneapolis, Minnesota, is an independent, fee-only registered investment advisor (RIA) committed to providing comprehensive financial planning and investment management services. The firm specializes in areas such as retirement income planning, tax strategies, estate planning, trust services, and multigenerational wealth transfer, aiming to help clients navigate complex financial landscapes and achieve their long-term goals. LPWM operates with a fiduciary duty, ensuring that client interests are placed above all else. The team comprises highly credentialed professionals, including Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations, bringing decades of experience to their client relationships. Their holistic approach integrates behavioral finance principles to address both the technical and emotional aspects of wealth management. LPWM is located at 121 S 8th St, Suite 1110, Minneapolis, MN 55402, and offers services to clients nationwide.

Address: 121 S 8th St UNIT 1110, Minneapolis, MN 55402

Phone: 6123152105

Email: [email protected]

Website: http://www.lpwm.com/

White Oaks Wealth Advisors

White Oaks Wealth Advisors (WOWA), established in 1986 and headquartered in Minneapolis with an additional office in Sarasota, Florida, is a fee-only, independent registered investment advisory firm. The firm offers comprehensive services including fee-only financial planning, investment management, wealth management, family office services, and trust services. WOWA caters to high-net-worth individuals, particularly those with investable assets exceeding $2 million, providing access to investment strategies typically reserved for ultra-wealthy clients. The firm’s team, led by CEO Sharon Bloodworth, CFP®, comprises seasoned professionals holding respected industry certifications such as CFP®, CPA, and CFA®. Operating as fiduciaries, WOWA emphasizes a client-first approach, ensuring unbiased advice and personalized financial solutions. Their investment philosophy is grounded in evidence-based strategies, focusing on diversification and cost-efficiency to enhance long-term client outcomes. With a commitment to transparency and client-centric service, White Oaks Wealth Advisors continues to build lasting relationships, helping clients navigate the complexities of wealth management with confidence.

Address: 5500 Wayzata Blvd Suite 290, Minneapolis, MN 55402

Phone: 6124556900

Email: [email protected]

Website: https://www.whiteoakswealth.com/

Tealwood Asset Management

Tealwood Asset Management, established in 1986 and headquartered in Minneapolis, Minnesota, is an independent, fee-based fiduciary firm dedicated to helping clients achieve their financial goals through personalized wealth management services. The firm emphasizes a client-centric approach, focusing on aligning investment strategies with individual values and priorities to enhance intentional living. Tealwood’s commitment to independence allows for tailored investment advice, while its fee-based structure ensures transparency and simplicity. Operating under a fiduciary standard, Tealwood prioritizes clients’ best interests, offering institutional custodial safeguards and personalized attention. With a focus on collaboration and education, Tealwood aims to foster meaningful relationships and empower clients to make informed financial decisions.

Address: S th St, Minneapolis, MN 55402

Phone: 6123400181

Email: [email protected]

Website: http://www.tealwood.com/

Strong Tower Wealth Management

Strong Tower Wealth Management is an independent, fee-only wealth advisory firm based in Minneapolis, Minnesota, founded with the mission to serve as trusted stewards of clients’ legacies. Drawing inspiration from the medieval “keep,” the firm emphasizes protecting not just financial assets but also clients’ values, vision, and generational aspirations. With over three decades of experience, Strong Tower partners with high-net-worth individuals, families, and business owners to craft comprehensive, values-aligned wealth strategies. Their services encompass investment management, estate planning, tax strategies, and philanthropic guidance, all tailored to each client’s unique goals. The firm’s approach is deeply rooted in intentionality, integrity, and a commitment to long-term relationships, aiming to build enduring legacies that reflect clients’ principles and aspirations.

Address: 333 South 7th Street, Suite  2100, Ave S, Minneapolis, MN 55402

Phone: 6124363750

Email: [email protected]

Website: http://strongtowerwm.com/

Allodium Investment Consultants

Allodium Investment Consultants, founded in 2005 and based in Minneapolis, Minnesota, is an independent, employee-owned, fee-only registered investment advisory firm managing over $400 million in assets and advising on an additional $200 million. The firm offers a comprehensive suite of services, including wealth management, financial planning, investment consulting, fiduciary consulting, and fiduciary management for both individual and institutional clients. Serving a diverse clientele—ranging from professionals and business owners to trusts, foundations, and non-profit organizations—Allodium emphasizes a fiduciary standard of care, ensuring that all advice is objective and aligned with clients’ best interests. Their investment approach allows clients to control key policy decisions while delegating portfolio management to professionals, adhering to best practices outlined in the “Prudent Practices for Investment Advisors” handbook by Fi360. By eschewing commissions and proprietary products, Allodium provides unbiased, personalized financial guidance aimed at simplifying and improving clients’ financial lives.

Address: 500 Washington Ave S #4400, Minneapolis, MN 55415

Phone: 6122303700

Email: [email protected]

Website: https://www.allodium.com/

Sterling Wealth Management

Sterling Wealth Management, headquartered in Champaign, Illinois, is a fee-only, independent advisory firm founded in 2004 with the mission to provide honest, personalized financial guidance. The firm offers comprehensive wealth management services, including investment consulting, tax strategies, estate planning, and philanthropic advising, tailored to the unique needs of high-net-worth individuals and families. Emphasizing a consultative approach, Sterling acts as a personal Chief Financial Officer for clients, coordinating all aspects of their financial lives to align resources with personal values. Their investment philosophy is grounded in evidence-based strategies, focusing on diversification, low costs, and disciplined processes to manage risk and achieve long-term goals. Committed to building lifelong relationships, Sterling treats each client as part of their extended family, ensuring individualized attention and proactive service. The firm’s dedication to education and community involvement further underscores its holistic approach to wealth management.

Address: 301 North Neil Street, Suite 203, Champaign, Illinois 61820

Phone:  2173981900

Email: [email protected]

Website: http://sterlingwealthmanagement.com/

Moxie Wealth Management

Moxie Wealth Management, founded in 2015 by Joseph Burgess and Kristin Brandli Printon, is a Minneapolis-based financial advisory firm that offers comprehensive wealth management services tailored to high-achieving individuals and business owners. The firm emphasizes a values-driven, goals-based approach, guiding clients through a structured process likened to a mountain climb—encompassing preparation, ascent, summit, and descent—to achieve financial clarity and intentional living. Services include financial planning, investment strategies, estate planning, and legacy building, all delivered with a commitment to personalized support and fiduciary responsibility. Affiliated with North Star Resource Group and operating under Cetera Advisor Networks LLC, Moxie Wealth Management integrates professional expertise with a client-centric philosophy to help individuals align their financial decisions with their life aspirations.

Address: 2701 University Ave SE, Minneapolis, MN 55414

Phone:  6126176000

Email: [email protected]

Website: http://moxiewealthmanagement.com/

Nicollet Investment Management

Nicollet Investment Management, established in 2000 and headquartered in Minneapolis, Minnesota, is an independent, fee-only registered investment advisory firm managing approximately $477 million in assets for a diverse clientele across the United States . The firm offers comprehensive financial services, including personalized financial planning, investment management, and wealth advisory services. Their investment approach encompasses tailored portfolios within two broad asset classes: fixed income, utilizing individual investment-grade bonds, and equities, focusing on actively managed large-cap and mid/small-cap growth strategies . Nicollet’s client base includes individuals, families, business owners, non-profits, and institutional clients, with no account minimums, emphasizing a commitment to accessible, customized financial solutions . The firm’s philosophy centers on understanding each client’s unique story and goals, ensuring that financial strategies are aligned with their values and aspirations.​

Address: 800 N Washington Ave Suite 150, Minneapolis, MN 55403

Phone:  6129153033

Email: [email protected]

Website: http://nicolletinvest.com/