Minneapolis Financial Advisors

Minneapolis Financial Advisors

CorePath Wealth Partners is Minneapolis’ premier financial advisor for individuals, families, and businesses. Our team of experienced advisors provide tailored advice to our clients to meet their individual goals. We specialize in retirement planning, investments, insurance, business succession planning, and much more. We take a forward-looking approach to provide comprehensive financial strategies designed to maximize wealth while minimizing risks and costs. With our team of experts, you can be confident that your finances are in good hands.

Financial Advisor Services In Minneapolis

CorePath provides comprehensive financial and wealth management services in Minneapolis, MN for individuals, families and businesses. Our experienced team of advisors have the knowledge and expertise to provide tailored advice based on your unique objectives and needs. The certified financial advisors and wealth management consultants at our Minneapolis CorePath Wealth Partners office 

  • Portfolio Management
  • Asset Allocation Advice
  • Retirement Planning
  • Estate Planning
  • Investment Analysis & Research
  • Tax Planning
  • Divorce & Post-Divorce Financial Planning
  • Wealth Transfer Strategies
  • Debt Consolidation & Management
  • Budgeting & Savings Guidance
  • College Tuition Planning
  • Emergency Planning
  • Cash Flow Planning 
  • Divorce
  • Stock Compensation Analysis
  • Business Transition & Post-Exit Planning

Whether you’re looking to maximize investments or plan for retirement, CorePath Wealth Partners can help you meet your goals by providing the insights, strategy and guidance required. We are committed to ensuring our clients not only reach but exceed their financial goals while minimizing risk along the way – all while doing so with professional oversight, transparency, accountability and discipline. Contact us today to learn more about how we can help you build a secure future.

CorePath Wealth Partners Minneapolis

Designers Guild Building
401 N 3rd Street Suite 330
Minneapolis, MN 55401

Telephone  612.216.6263

FAX  480.448.5841

Ricky Davis
Google Review
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Corepath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend Corepath Wealth and the entire team at the Scottsdale location.
James Cooper
Google Review
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If you are looking for a financial advisor who is knowledgeable, trustworthy and socially conscious, Rick Schultenover should be your first call. Rick's attention to detail and his analytical approach to financial planning is what sets him apart from the rest. He is not satisfied with simply executing his clients' wishes, but instead seeks to understand the underlying reasons for those wishes, and then incorporates those factors into his Financial analysis. He is professional and always available to discuss portfolio strategy or new investment ideas. At Corepath wealth they create a portfolio that fits your risk tolerance, time horizon and sustainability goals!