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 countless funds and packaged products. But those layers often hide unnecessary fees, mediocre performance, and limited transparency.

You deserve a better way—an independent registered investment advisor built on clarity, performance, and trust.

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The Fiduciary Investment Philosophy

We follow a direct-ownership approach focused on long-term growth.

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.

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A Fiduciary Standard Few Advisors Meet

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



We offer unbiased, performance-driven advice under the highest fiduciary standard of care.
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Fiduciary Wealth is among that select few.

“No actively managed stock or bond funds outperformed the market convincingly and regularly over the last five years.”

— The New York Times

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