Professional Wealth Advisor
– Michelle Klisanich CFP®, CDFA®
Professional Wealth Advisor
Feel
About Your Financial Future
– Michelle Klisanich CFP®, CDFA®
Professional Wealth advisor
Feel About Your Financial Future
– Michelle Klisanich CFP®, CDFA®
Professional Wealth Advisor
– Michelle Klisanich CFP®, CDFA®
Professional Wealth Advisor
Feel
About Your Financial Future
– Michelle Klisanich CFP®, CDFA®
Professional Wealth advisor
Feel
About Your Financial Future
– Michelle Klisanich CFP®, CDFA®
Meet Michelle
TOGETHER, WE CAN HELP YOU ACHIEVE YOUR GOALS
Michelle Klisanich CFP®, CDFA®, is a holistic financial planner & wealth manager.
Every day, I have the privilege of supporting you and your families in working toward your financial goals. Whether it’s planning for travel, your children’s education, pursuing hobbies, or preparing for a fulfilling retirement, helping you navigate these important decisions is what inspires and motivates me.
What we do best
FINANCIALLY WISE SIGNATURE SERVICES
We will work with you to provide personalized advice that fits with your financial needs and dreams.
Family & Life Stages Finance
Divorce, retirement, loss of a loved one, career change, executive compensation and benefit strategies & employee stock option strategies
Retirement Planning
Financial plans, investment strategies, retirement income distribution
Wealth Preservation Strategies
Comprehensive wealth preservation planning, charitable strategies, business succession
Tax & Risk Management Planning
Tax planning strategies, tax efficient investing, stock award planning, insurance, long-term care
Legacy Planning
Estate planning, trust strategies, charitable giving
Financially Wise Divorce
Financial planning during a divorce is one of the best decisions you can make. Read more about this specialized service offered to clients.
What we do best
FINANCIALLY WISE SIGNATURE SERVICES
We will work with you to provide personalized advice that fits with your financial needs and dreams.
Family & Life Stages Finance
Divorce, retirement, loss of a loved one, career change, executive compensation and benefit strategies & employee stock option strategies
Retirement Planning
Financial plans, investment strategies, retirement income distribution
Wealth Preservation Strategies
Comprehensive wealth preservation planning, charitable strategies, business succession
Tax & Risk Management Planning
Tax planning strategies, tax efficient investing, stock award planning, insurance, long-term care
Legacy Planning
Estate planning, trust strategies, charitable giving
Financially Wise Divorce
Financial planning during a divorce is one of the best decisions you can make. Read more about this specialized service offered to clients.
WHO WE SERVE
TAILORED FINANCIAL GUIDANCE FOR HIGH NET WORTH INDIVIDUALS
Our team serves individuals and families with significant investible assets and primarily cater to clients with $1 million or more in investible assets.
We understand the unique needs of affluent individuals and our services are tailored accordingly. Our comprehensive suite of services is designed to help you maximize the potential of your wealth and navigate the complexities of your financial journey.
Whether you’re seeking sophisticated investment strategies, tax-efficient solutions, retirement planning, or legacy planning, our team of experienced professionals provides strategic guidance tailored to you.
While we specialize in working with clients who have $1 million or more in investible assets, we welcome clients from diverse backgrounds who share our commitment to achieving financial success.
800 Nicollet Mall
Suite 2500
Minneapolis, MN 55402
Phone: (612) 315 - 2400
Fax: (612) 315 - 2432
Important Disclosures | CRS FORM
Check the background of this firm on FINRA's BrokerCheck