About Our Firm

Minot Wealth Management, LLC is an independent Registered Investment Advisor (RIA) established solely to provide customized investment and financial services for wealthy individuals and families. Our founding partners have more than 50 years of combined experience serving people with significant means who want clarity, income, growth and sustainability in their finances.

Minot Wealth Management 2021 Team Photo
Minot Wealth Management 2021 Team Photo

About Our Firm

Minot Wealth Management is an independent Registered Investment Advisor (RIA) established solely to provide customized investment and financial services for wealthy individuals and families. Our founding partners have more than 50 years of combined experience serving people with significant means who want clarity, income, growth and sustainability in their finances.

After successful tenures at several global investment firms, our founding partners saw a better way to help their clients. They adopted an independent fiduciary business model, right-sized for providing thoughtful, personalized services for a select group of clients, free of commission-driven investments or the limitations of proprietary products. We are conflict-free, meaning we work only for our clients, building balance sheets with the right instruments to meet their needs.

After successful tenures at several global investment firms, our founding partners saw a better way to help their clients. They adopted an independent fiduciary business model, right-sized for providing thoughtful, personalized services for a select group of clients, free of commission-driven churn or the limitations of proprietary products. We are conflict-free, meaning we work only for our clients, building balance sheets with the right instruments to meet their needs.

Why Minot?

Our firm is named after Minot’s Ledge Light, which rises above the Atlantic a mile off the coast of Scituate and Cohasset, Massachusetts, south of Boston. The 90-foot tall granite lighthouse was built on top of a submerged rocky ledge that had claimed scores of ships and countless lives. Completed in 1860, the lighthouse has withstood every storm, tidal surge and hurricane since.

Minot’s Ledge Light is strong and resilient. It provides protection and guidance. Its impact reaches across generations. At Minot Wealth Management, we aspire to do the same for our clients.

Why Minot?

Our firm is named after Minot’s Ledge Light, which rises above the Atlantic a mile off the coast of Scituate and Cohasset, Massachusetts, south of Boston. The 90-foot tall granite lighthouse was built on top of a submerged rocky ledge that had claimed scores of ships and countless lives. Completed in 1860, the lighthouse has withstood every storm, tidal surge and hurricane since.

Minot’s Ledge Light is strong and resilient. It provides protection and guidance. Its impact reaches across generations. At Minot Wealth Management, we aspire to do the same for our clients.