Fiduciary Wealth
Built on Trust

Fiduciary Wealth is a private Registered Investment Adviser

As a Registered Investment Adviser based in Minnesota, we help investors simplify their portfolios and focus on companies that create lasting value—because true fiduciary advice puts your interests first.

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Many investors believe they’re being “safe” by spreading their money across many funds and packaged products.  But those layers often hide unnecessary fees, mediocre performance,
and limited transparency.  

Instead, we invest directly in companies that have a history of creating wealth.
This provides transparency, clarity and reduced fees.

You deserve a better way—an independent registered investment adviser built on
the fiduciary standard of care.

“Risk comes from not knowing what you're doing."

— Warren Buffett

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Eliminate the Noise

We avoid funds and pre-packaged products that dilute results and add hidden costs.

Invest Intentionally

We focus on individual companies with a proven history of creating wealth.

Act in Your Best Interest Always

As a true fiduciary, we are legally and ethically bound to put you first.

Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The Fiduciary Standard of Care | Honesty | Integrity | Trust | ​The 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A Standard Few Advisers Meet.

Fewer than 5% of financial professionals operate as true fee-only fiduciaries,
legally required to act in your best interest.

Fiduciary Wealth is among that select few.


We offer unbiased, performance-driven advice under the strict fiduciary standard of care.

No commissions.           No sales quotas.           No conflicts.

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