The fundamental first step in our wealth management program is to craft a comprehensive financial plan tailored to the goals and circumstances of each client. That’s why every client relationship at Minot begins with a conversation.

Our investment philosophy is grounded in reality. We build portfolios focused on mitigating losses in poor markets by limiting downside volatility and compounding long-term wealth by investing across multiple asset classes.

We often serve as the convener of our client’s professional team and lead the discussion around comprehensive tax planning and wealth transfer strategies, within the context of our client’s wealth management plan.

Minot Wealth professionals guide the selection of your estate executor and trustees to manage your financial legacy. We help to ensure your family and the institutions you may support will benefit from your success for generations.

Working as their independent fiduciary advisor, we advise our clients in every aspect of their financial lives, so banking, credit and lending relationships are important services we seek to align with their wealth management program.

For clients with a family enterprise office, we often advise on balance sheet structure, net worth management, financial reporting, risk management, cash flow, budgeting, philanthropic activities, banking and credit relationships.