We serve a broad base of clients at all ages and stages:
Those who are just beginning to accumulate wealth
Professionals and executives
Entrepreneurs and business owners
Those planning for or engaged in retirement
Through family generations
Big life events, such as having a child
A few areas where we really shine....
Minted Wealth Partners is committed to your whole family. Our specialty in multigenerational planning means we know and understand the goals of each generation – and you feel confident knowing future generations are protected and cared for to receive and manage wealth.
If you are starting to think about retirement – or maybe you’re already there – we can help as you emotionally and financially transition from relying on your active income to relying on income derived from your assets and investments.
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.