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 provide clear guidance to help you make confident decisions as you navigate these transitions.
Retirement Plan Complexities
Many clients look to us for guidance with employer-sponsored retirement plans, such as 401(k)s, 403(b)s, and pension plans. Whether it’s choosing investment options, understanding plan details, or managing funds from previous employers, we seek to optimize your approach to retirement savings.
Relief From Self-Management
While many clients have successfully managed their own investments, they often reach a point where they feel overwhelmed or concerned about missing opportunities. Whether it’s the complexity of choices, a lack of time, or the desire for professional guidance, we provide the relief and expertise needed to take the burden off your shoulders. If you’re feeling overwhelmed by managing your portfolio on your own, our financial planning team provides personalized support for individuals and families alike.
Preparing For Retirement
Retirement brings both excitement and uncertainty. We offer retirement-focused financial planning for individuals and families who want a clear, flexible strategy for the years ahead. From drawing assets from appropriate accounts to creating contingency plans for unexpected events, we help you prepare for a fulfilling retirement and plan for wealth transfer to future generations.
Starting A Family
For young couples, starting a family often brings the realization that financial planning is essential. From managing childcare costs and securing insurance to preparing for future education expenses, we help families build a financial plan that supports both their current needs and long-term goals.
