Minneapolis Wealth Management Services
Manage Your Wealth. Secure Your Future.
What is Wealth Management?
Wealth management is a consultative process with our Minneapolis, MN office experts to address your financial needs and take better control of your wealth accumulation, investments and risk.
Minneapolis, MN Wealth Management Services
Personal Financial Management
Advanced Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Investment Consulting & Management
Risk Management
We are partnered with HK Financial Services of Dubuque, Iowa, to provide investment advisory services and serve your financial needs in asset management, investment advisory, and financial planning for retirement. HK is a well-respected partner who works with over 90 CPA firms across the country. Like Smith Schafer, they believe in the team approach when it comes to providing services to our clients. To learn more about HK, please visit their website. website.
Interested in connecting with one of our financial advisors about our wealth management services?
Wealth Management Resources
5 Common Succession Planning Problems
Succession is inevitable in a business. When the time comes to start thinking about retiring and/or transferring ownership, it is essential to understand common issues related to the process.
TAX ALERT – SECURE Act Becomes Law
On December 20, 2019 the president signed the SECURE Act. This act primarily relates to retirement plans and other employee benefit plans.
2018 Year End Tax Planning & Updates
As the end of the year approaches, we want to remind you of various payroll and Form 1099 related changes, as well as other items to consider when processing your year-end forms.
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Our client satisfaction is exceptional, as demonstrated by our 95% satisfaction rate.
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Why Clients Choose Us
Advisory account services for an ongoing asset-based fee are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member of FINRA and SIPC. HKFS, ProEquities and Smith Schafer are separate legal entities. This content is being provided for information purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations or requirements.