Client Services

Minot Wealth Management fiduciary advisors are the architects of our clients’ balance sheets. We work closely with each client to plan, implement, monitor and evolve a comprehensive financial strategy tailored to their specific goals.

We often serve as the leader of the financial team, working in consultation with client attorneys, accountants, and family office staff to ensure overall alignment.

Client Services

Minot Wealth Management fiduciary advisors are the architects of our clients’ balance sheets. We work closely with each client to plan, implement, monitor and evolve a comprehensive financial strategy tailored to their specific goals.

We often serve as the leader of the financial team, working in consultation with client attorneys, accountants, and family office staff to ensure overall alignment.

  • Strategic Planning

    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.

  • Investment Advisory Services

    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.

  • Tax, Trust and Estate Planning

    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.

  • Trust and Administrative Services

    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.

  • Banking and Lending

    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.

  • Family Advisory Services

    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.

Minot Wealth Management has selected Charles Schwab & Co., Inc. and Fidelity Investments as primary custodians for our clients’ accounts.

  • Strategic Planning

    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.

  • Investment Advisory Services

    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.

  • Tax, Trust and Estate Planning

    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.

  • Trust and Administrative Services

    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.

  • Banking and Lending

    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.

  • Family Advisory Services

    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.

Minot Wealth Management has selected Charles Schwab & Co., Inc. and Fidelity Investments as primary custodians for our clients’ accounts.