Broker Check

Wealth Management Services in Minneapolis

ProWealth Financial is a leading Maple Grove-based firm specializing in wealth management. As a fiduciary wealth management firm, we prioritize your financial well-being above all else. We offer personalized attention without conflicts of interest so you can develop a trusting relationship with us. Our team of experienced professionals is dedicated to providing wealth management services tailored to your unique needs and goals, and our client-centered approach helps empower you to progress toward the freedom you envision.

Why Work with a Top Wealth Management Firm in Minneapolis?

Navigating the complexities of wealth management can be overwhelming, but with ProWealth by your side, you can have confidence knowing that your financial future is in expert hands. Our advisors have a deep understanding of personal finance backed by extensive training so we can empower people like you to achieve your financial dreams.

As a leading wealth management firm in Minneapolis, we offer:

  • Personalized Strategies: We understand that every individual has different wealth goals and circumstances. That's why we take the time to get to know you and develop customized strategies to help you achieve your objectives.
  • Fiduciary Responsibility: As fiduciaries, we are legally obligated to act in your best interests. You can trust that our recommendations are always aligned with your goals and objectives, without any conflicts of interest.
  • Comprehensive Services: From retirement planning to investment management and everything in between, we offer a full spectrum of wealth management services to address all aspects of your financial life.
  • Local Expertise: With a deep understanding of the Minneapolis market and its unique challenges and opportunities, we are well-positioned to help you navigate the financial landscape with confidence.

Our office is located in Maple Grove, Minnesota at 101 Broadway Street West, Suite 103. The office is accessible and ready to provide expert guidance to individuals in Minneapolis, Maple Grove, and the surrounding areas. 

Your Wealth Management Firm in Minneapolis, Minnesota

Our team is proud to possess credentials and certifications that set ProWealth Financial apart from other wealth management and fiduciary financial planning firms in Minneapolis, Minnesota. These credentials and certifications include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Registered Financial Consultant (RFC®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Accredited Investment Fiduciary® (AIF®)

Strategies to Achieve Your Wealth Management Goals with ProWealth Financial

At ProWealth Financial, we believe that financial success begins with a well-crafted plan. Our team will work closely with you to develop a comprehensive wealth management strategy to help you achieve your unique goals.

If you are interested in professional wealth management strategies and guidance built around your goals, values and objectives, call the ProWealth Financial Maple Grove office at 763.299.9400, or request a consultation online at https://www.prowealthfin.com/

OUR APPROACH

An effective financial plan requires an integrated, holistic approach and begins with a deep understanding of your life. We work closely with you to develop a personalized plan that truly supports and integrates your values.

Our Approach

OUR TEAM

Our team is comprised of caring, experienced professionals who are focused on helping individuals, families, and businesses get a clear picture of where they financially are today and where they want to be in the future.

Meet the Team

CONTACT US

Ready to get started? Our helpful team is ready to answer your questions and provide the guidance you need for today and tomorrow. Contact our office today to set up an appointment with our experienced professionals.

Contact Us