Our team has a combined decades-long history of serving clients to cultivate their wealth over years, and we’ve been with them the whole way. Our collective knowledge and fortitude complement each other and give clients a sense of teamwork, support, and attention.

At Minted, you will always find human at the other end of the phone or email. We give of ourselves to our clients. We spend time with you. No matter where you are in your financial planning journey, we’ll meet you there – and grow with you over time.

We closely coordinate and communicate with your full team of advisors, quarterbacking your fulsome financial plan by working with your accountant and attorney, advocating for your best interests.