Know what you own and why you own it.
Tailored Investment and Financial Plans Customized for Each Family
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. As fiduciaries we act only in the best interests of our clients.
Strategic Wealth and Financial 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.