Minneapolis Wealth Management Services

Do you have a plan to grow your wealth, while minimizing tax consequences?

Manage Your Wealth. Secure Your Future.

A holistic approach to wealth management is the key to your financial success. Smith Schafer understands this and our experts in Minneapolis are experienced in advising business owners. In addition to our core financial and tax services, we provide wealth management services to our Minneapolis clients through our strategic partner, HK Financial Services. We connect tax planning, estate planning, and wealth management to what is important to you.

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?

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.