Fiduciary advisors in Wayzata, MN

Wayzata, Minnesota

Independent RIA

Fiat Wealth Management is an independent, fiduciary-registered investment advisor based in Wayzata, Minnesota, serving families across the United States. The firm provides financial planning, retirement planning, tax planning, and insurance analysis, with particular expertise in retirement distribution strategy, investment management, and tax strategy. Having worked with over 500 families in more than 35 states, the firm emphasizes intentional planning that structures each asset to support specific retirement objectives.

Wayzata, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wayzata, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Wayzata, Minnesota

Summit Trail Advisors provides financial planning and investment management services to ultra-high-net-worth individuals and families in Wayzata, Minnesota. Operating as an outsourced family office, the firm coordinates clients' financial teams to address complexities related to generational wealth, including estate planning, tax strategies, family governance, and philanthropic planning. The firm serves clients managing significant wealth across multiple asset types and family dynamics.