Planning Your Financial Future

Heritage Wealth Architects is a Minnesota award-winning financial planning and wealth management firm in the Twin Cities.

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Schedule a consultation to find out if Heritage Wealth Architects is right for you.

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    Personalized Financial Planning, Management & Consulting

    Heritage Wealth Architects is a comprehensive financial advisory firm offering a range of financial planning, investment management, and small business planning and management services.


    Financial Planning Clients


    Assets Under Management


    Less than 30 Clients/Advisor

    Our Services

    When you join Heritage Wealth Architects as our partner, you enter a world of possibility with your goals for wealth management, retirement, investments and more.

    Financial Planning

    Your chances of success increase with a financial plan. Start long-term financial planning with one of our Certified Financial Planners®.

    Business Planning

    $2M-100M EBITDA and under 1,500 employees, succession planning, wealth transfer, tax planning, identifying ideal business structure

    Asset Management

    Heritage Wealth Architects develops a custom, research-based approach to invest your money intelligently to grow wealth that spans generations.

    Custom Financial Planning

    Investment management and strategy extends to retirement, estates, taxes, education planning, and other aspects of your finances.

    Wealth That Spans Generations

    Choosing a good financial advisor can help you avoid costs and focus on your goals. Financial advisors aren’t just for rich people—working with a financial advisor is a great choice for anyone who wants to get their personal finances on track and set long-term objectives.

    Frequently Asked Questions

    Heritage Wealth Architects is a comprehensive financial advisory firm offering a range of financial planning, investment management, and small business planning and management services

    Wondering when it's the right moment to partner with Heritage Wealth Architects? 

    Determining the right moment to partner with Heritage Wealth Architects is a personal decision that depends on your unique financial goals and circumstances. However, it might be the right time if you’re experiencing major life changes such as marriage, the birth of a child, career transitions, or approaching retirement. Additionally, if you’re looking to develop or refine your investment strategy, dealing with a complex financial situation, planning for retirement, seeking ways to minimize taxes, or wanting to ensure your wealth is transferred according to your wishes, professional guidance can provide significant benefits. Partnering with Heritage Wealth Architects can offer you peace of mind, knowing that your financial future is in experienced and capable hands. If you find yourself contemplating whether you need your very own personal CFO, our team is here to offer expert guidance and execution, bringing clarity and efficiency to your financial landscape. Click Here to explore our services.

    What is financial planning? 

    Financial planning is a comprehensive process that involves evaluating your current financial situation, setting short-term and long-term financial goals, and developing strategies to achieve those goals. It includes creating a budget, managing debt, planning for retirement, saving for education, investing, and ensuring you have adequate insurance coverage. A well-crafted financial plan helps you make informed decisions about your money, provides a roadmap for your financial future, and offers peace of mind by preparing you for life’s uncertainties. Partnering with a professional financial planner can ensure that your plan is tailored to your unique circumstances and goals. Financial planning is not just a one-time report you receive; it’s a collaborative journey toward achieving your financial and life goals. Click Here to learn more about our process.

    Can you explain your fee structure and how you are compensated?
    At Heritage Wealth Architects, transparency in our services and costs is a top priority. We take pride in focusing on providing sound financial planning and investment management services. Our pricing and mutual expectations are outlined in our contracts, providing you with a comprehensive understanding of the commitment you’re making.
    How does your firm safeguard client data?
    At Heritage Wealth Architects, safeguarding client data is a top priority. Your data is also a part of the VIP client experience. We handle each byte and bit of your data as part of our family. With the use of encryption, dual authentication, and document-sharing portals, we ensure your data feels right at home. These measures include encryption of data both in transit and at rest, secure access controls, regular security audits, and continuous monitoring of our systems for potential threats. We also adhere to industry best practices and comply with relevant regulations to protect your data. Additionally, our team undergoes regular training to stay updated on the latest security protocols and practices. You can trust that your sensitive information is protected with the highest level of security.
    How do I become a client?

    Becoming a client of Heritage Wealth Architects is a straightforward process designed to ensure we are a good fit for your financial needs and goals. Begin by contacting us to schedule an initial consultation, during which we will discuss your financial situation, goals, and expectations. This meeting allows us to understand your unique needs and determine how we can best serve you. If we mutually agree to move forward, we will outline our services, fee structure, and the next steps in the process. You can’t choose your family, but you can select your financial advisor. To begin the journey, contact us via phone at 651-289-6444, email us at [email protected], or visit our Become a Client page. We’ll promptly schedule an introductory meeting to explore compatibility and discuss how we can customize our services to your goals

    Insights from our experts & industry news

    Succession Planning for Business Owners

    If you own your own business, you are likely very busy both growing your business and propelling the day-to-day business operations forward.

    Tax Filing Deadline & Reminders

    Mark your calendars, the personal tax filing deadline is Monday, April 15, 2024. As Tax Day draws near, we would like to help ensure you have a smooth….

    Helping to make more enjoyable moments that span generations.

    Interested in working together? We’ll analyze your financial structure, review your portfolio, and evaluate your strategic opportunities for long-term financial management.

    Heritage Wealth Architects

    Located in the Minnesota Twin Cities and serving clients worldwide.

    You can also contact our team by emailing us at [email protected]