Committed to you
A big part of what we do at Minted is make sure you understand the “why” behind the decisions and tactics in your financial plan.
Our clients trust us to take care of them through all of life’s challenges. We strive to help you feel prepared and confident, even during periods of market volatility and uncertainty. We help you see what is possible for you. And that’s where our clients really thrive – when they FEEL seen and heard and taken care of.
Our strength
As a leading wealth planning group, our greatest strength is our comprehensive approach to customizing a financial plan that delivers results for all stages of your life.
Our pledge
We help you manage your financial planning from the small stuff to the big stuff, providing you with the peace of mind knowing we will proactively seek to address what’s important to you.
Our purpose
Our purpose is to help clients grow their wealth which may lead to financial security and independence for themselves and their heirs.