SEC CRD #801-121278
Minneapolis, MN | Comprehensive Wealth Management — Total Wealth Advisors How We Help Who We Are Contact Us Blog 612-294-9208 Client Login We Provide Comprehensive Wealth Management Services to Individuals, Families, and Business Owners. What Sets Us Apart? We are a Registered Investment Advisory firm in the Twin Cities . We understand Families with Special Needs. Whether you're a parent, relative, or a friend of someone with special needs, We are passionate about helping your family Plan. We live in a complex world and navigating through Special Needs Wealth and Transfer Planning requires a team with experience in the area of Special Needs Planning. We understand Business Owners. Whether you are new business or your business has been operating through generations, We Understand Business Owners. We help you design a retirement plan that's best suited to your business. From the simple to the complex, We Understand Business Owners. We understand Significant Life Transitions. Retirement Planning, Estate Planning, Investing, Tax Planning, Education Planning and withdrawal strategies. We Understand Significant Life Transitions. See How We Can Help What Sets RIA's Apart? The differentiating characteristic of RIA's is the fact that they are legally required to put their clients' best interests ahead of their own. It's a standard of care called a fiduciary duty . As an RIA, we are bound to act in your best interest. Straightforward Advice . Straightforward Price . At Total Wealth Adv
PAUL MCCOY
CCO
📞 (612) 294-9208
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AUM
$107M
Location
HOPKINS, MN
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