Also known as Accredited Investors Wealth Management
Accredited Investors has over 35 years of experience providing expert services, such as wealth management in Minnesota, to clients. \ \ Accredited Investors Wealth Management provides an inval«le service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients' lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. \ \ Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective \"we over me\" team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. \ \ Founded in 1987, Accredited Investors Wealth Management manages approximately $3.3 billion of investment assets as of 12/31/2023.
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Accredited Investors is a multi family office (mfo) based in Minneapolis, United States, managing approximately $3.3B in assets.
Accredited Investors is headquartered in Minneapolis, United States.
Accredited Investors manages approximately $3.3B in assets under management.
Accredited Investors was founded in 1987.
Accredited Investors focuses on Debt Financing, Direct Investing, Investment Funds, Finance, Traditional Investments (Liquid Assets), Equity/Mutual Funds, Equity Securities, High-Level Sectors.
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