Individual Investors - Wealth Management

We provide advice to help individuals and families like you to simplify and improve their financial lives. Our wealth management services in Minneapolis, MN include both a comprehensive financial plan and discretionary investment management for portfolios greater than $1 million.

We listen to your financial goals and hopes for the future. With comprehensive financial planning and investment management, it is possible to accomplish your financial objectives and increase your net worth. Our team of financial advisors bring various components together as they develop your cohesive financial plan. Wealth management combines investment management, financial planning, and specialized financial services, including personal retail banking services, estate planning, and legal and tax advice.

Comprehensive Financial Planning

Our specific services include, but are not limited to the following:

  • Retirement planning
  • Estate planning
  • Tax planning
  • Asset and income protection planning,
  • Education planning
  • Cash flow planning
  • Philanthropic planning

Continuous Discretionary Investment Management

The continuous discretionary management of your investment portfolio is a core service that supports the other components of your comprehensive financial plan. Our team at Allodium can also provide the following services: comprehensive assessment of your financial position, investment policy formulation, asset allocation strategy and risk management, investment manager search and selection, socially responsible investing (SRI), investment performance monitoring, reporting and evaluation, and periodic investment portfolio rebalancing. Whatever your goals and financial situation, our advisors are prepared to help you align your finances with your objectives.

Coordination with Your Other Professional Advisors

We tailor our approach as needed with the families and individuals we work with to accommodate their unique needs and preferences. Our wealth management services are best suited for those with $1 million or more to invest.

If you are looking for wealth management firms in Minneapolis, MN, contact us for more information about how we can serve your financial planning needs. Give us a call today at 612.230.3700 or reach us through our contact form.

Let's Meet

We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.  

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