Accredited Investors Wealth Management
Office phone +1 952-841-****
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Homepage http://www.accredited.com
LinkedIn Profile https://linkedin.com/company/accr***nvestors***
HQ Location
United States , Minnesota, Minneapolis:5200 W 73rd St, Minneapolis, MN 55439
We are nationally ranked as one of the largest fee-only wealth management firms with approximately $1.5 billion in client assets under management. Our personalized approach is focused on lasting relationships with each of our clients, helping them integrate their money with their values. We strive to help them spend their lives wisely.
Founded in 1987, our employee-owned business has over twenty credentialed wealth management professionals and a robust support staff.
We collaborate with our clients' own attorneys, accountants, and insurance professionals to collectively achieve outcomes that are best for each client's unique situation.
We literally wrote the book on financial planning and wealth management. The Wealth Management Index and Implementing the Wealth Management Index, written by our co-founder, are resources for other industry professionals to help them better serve their clients.
As fee-only fiduciaries, we vow to always put our clients' interests ahead of our own. Our team works t
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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