Accredited Investors Wealth Management®

Accredited Investors Wealth Management® offers tailored financial planning services most applicable to those with investment portfolios greater than $3 million. We serve clients in the Twin Cities and beyond, emphasizing collaborative relationships and personalized strategies. Our team is comprised of seasoned professionals from diverse backgrounds, including accounting, law, investment research, banking, insurance, and philanthropy. Through our acclaimed Wealth Management Index™, we facilitate meaningful discussions incorporating wealth and personal values, empowering clients to make informed decisions. Established in 1987, Accredited manages approximately $3.7 billion in investment assets for over 600 client families as of 12/31/2024. Spend Your Life Wisely™. For important information and disclosures, visit accredited.com/disclosures.