Adventure Wealth Management

Adventure Wealth Management is a wealth management firm in Mounds View, MN. The firm provides independent, fiduciary financial planning and investment strategies tailored to retirees, pre-retirees, business owners, and entrepreneurs. Their professional services include investment portfolio design and oversight, corporate executive planning, charitable giving strategies, and employer benefits optimization.

The firm focuses on bringing clarity to financial concepts through education and coaching to help clients avoid making poor financial decisions. Their approach involves creating personalized investment strategies that consider an individual's unique goals, risk tolerance, and time horizon. To support long-term retirement goals, the team applies tax-efficient strategies to minimize liabilities and develops tailored withdrawal plans to maximize income. Beyond investment management, they offer services such as insurance analysis, banking and bill pay coordination, and asset allocation. Owner Shannon M. Taggart joined the team in 2004 and brings experience in retirement income and wealth-building strategies.

Adventure Wealth Management provides the specialized expertise and personalized planning necessary to help clients navigate their financial journeys with confidence.