Happy young and middle aged couples relaxing on yacht

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.

Investment Principles

  • Simplicity

    Know what you own and why you own it.

  • Liquidity

    Ability to exit an investment in a timely manner.

  • Income

    Generate Income which allows reinvestment and compounding of returns.

  • Fees

    Avoid investments with high expenses and fees.

  • Taxes

    Maximize after tax benefits for 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.