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Wealth Architects, LLC
Information by Research TrustFinance
Founded in 2002, Wealth Architects, LLC is an independent, fee-only wealth management firm based in Minneapolis, Minnesota. The company operates as a fiduciary, committed to providing objective financial advice tailored to the unique goals of its clients, who include high-net-worth individuals, families, and institutions. Their services encompass a holistic approach to financial health, including investment management, retirement planning, tax strategies, estate planning, and risk management. The firm emphasizes building long-term, collaborative relationships to help clients navigate complex financial landscapes and achieve their life's ambitions.
United States
Industry
Financial