Who We Serve

At Pias Wealth Management, we specialize in financial planning for individuals and families in Minnesota and beyond. From early-career professionals to retirees, we help a wide range of clients navigate important life stages with clarity and confidence.

Financial Life Transitions

Life changes—whether it’s a career shift, a major life event, or a change in financial circumstances—can raise complex financial questions. We’re here to help you navigate transitions with clarity and confidence. You might relate if… 

  • You recently changed jobs or received a major promotion
  • You're moving to a new city or state
  • You've received an inheritance or insurance payout
  • You've experienced a sudden financial shift and want clarity
Financial planning discussion between family at home

Retirement Plan Complexities

Managing retirement plans like 401(k)s, 403(b)s, pensions, and equity compensation can feel overwhelming. We help optimize plan decisions, investment strategies, and benefit coordination so you can make confident choices. You might relate if…

  • You have several old 401(k)s or IRAs you haven’t consolidated
  • You’re unsure whether to use Roth or Traditional 401(k) options
  • You’re receiving stock options, RSUs, or ESPP benefits
  • You want help reviewing your employer investment options
  • You’re unsure how much of each paycheck to contribute
  • You’re unsure how to maximize your HSA benefits
Financial advisor meeting with client to discuss personalized planning strategies

Relief From Self-Management

If you’ve been managing your investments on your own, you may reach a point where it feels overwhelming or uncertain. Whether it’s a lack of time, too many choices, or concern over missed opportunities, we offer the guidance and support to help you regain confidence. You might relate if…

  • You’ve managed investments on your own, but it’s become stressful
  • You’re spending too much time comparing accounts and returns
  • You want a second opinion on your strategy
  • You’d prefer to offload the day-to-day so you can focus on life
Individual reviewing investment performance as part of financial planning

Preparing For Retirement

Retirement brings both excitement and uncertainty. From drawing income to managing taxes and risk, we help you prepare for the years ahead with a clear and flexible strategy. You might relate if…

  • You’re nearing retirement and want a clear game plan
  • You’re not sure if you’ve saved enough
  • You want to know when to draw from which accounts
  • You’re overwhelmed by required minimum distributions (RMDs)
  • You’re evaluating whether to downsize or relocate
  • You’re unsure when to take Social Security
Grandfather spending time with grandchildren after successful retirement planning

Starting A Family

Starting a family often brings new financial responsibilities—from managing childcare costs to preparing for education expenses. We help build a plan that supports both current needs and long-term goals. You might relate if…

  • You’re thinking about or expecting your first child
  • You’re preparing to buy your first home
  • You want to start saving for education or daycare
  • You’re adjusting budgets for dual incomes or career breaks
  • You want a financial roadmap to support your growing family
Young family enjoying financial confidence at home through long-term planning

Personalized Financial Planning for Individuals and Families

Every financial situation is unique, and we understand that there’s no one-size-fits-all solution. That’s why we take the time to understand your individual circumstances, goals, and values. Whether you’re planning for retirement, growing your family, or managing a major life transition, our personalized approach ensures that your financial plan is as unique as you are. Explore our full list of financial planning services to see how we can support your journey.

We’d Love to Hear From You!

Got questions or ready to chat about your financial future? Reach out to us today—we’re here to help you every step of the way.

Let's Talk!
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