Accredited Investors Wealth Management

Accredited Investors Wealth Management is a wealth management firm in Richfield, MN. The firm provides specialized financial services including dynamic wealth scenario planning, custom portfolio management, and generational wealth strategies. Their expertise covers various financial objectives such as long-term growth, liquidity management, preservation, and philanthropic legacy planning. The firm holds a 5.00 rating.

Since its founding in 1987, the firm has provided over 35 years of committed service. As independent, fee-only wealth fiduciaries, the team offers objective advice regarding investment management, retirement, and tax planning. Their investment philosophy is grounded in long-term, fundamental, valuation-based research, utilizing diversified allocations tailored to individual client needs. The professional team includes various specialists in client advisory, investment management, and risk and compliance to assist clients in managing their financial lives and estate plans.

Accredited Investors Wealth Management is known for its deep expertise and its dedication to helping clients design and manage their financial futures. The firm stands as a highly-rated provider of comprehensive wealth management and fiduciary services in the Richfield area.