Investment Advisory Services
Investment Advisory Services
Minot Wealth Management is an active, strategic partner, driving an investment strategy tailored to each client’s specific goals.
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 have an open architecture framework that allows us to select best-in-class independent investments that are aligned with clients’ goals and intents.
We build investment strategies based on the following Five Pillars.
As independent fiduciary advisors, we are legally obligated to do what is in your best interest. We are not conflicted by proprietary products, fee concessions, and there are no commissions. We have the flexibility to leverage the right investments to align with our clients’ goals.