Wealth Management Services in Minneapolis, MN
Where Numbers Meet Vision
Managing wealth isn’t just about growing assets—it’s about protecting what matters. In a city like Minneapolis, surrounded by innovation, nature, and some serious Midwestern resilience, financial planning needs to be as strategic as it is personal.
Straight Talk CPAs offers wealth management services for entrepreneurs, professionals, and families in Minneapolis who are ready to build more than just savings—they want lasting financial security.
Whether you're a tech executive in North Loop, a physician in Minnetonka, or a retired couple in Wayzata managing your portfolio and real estate, this isn’t just about watching the market. It’s about watching your future take shape.
What Our Wealth Management Looks Like
Straight Talk CPAs takes a comprehensive, advisor-driven approach that’s rooted in:
- Tax-efficient investing strategies
- Retirement income planning based on real cash flow
- Business succession and exit planning
- Trust and estate coordination to protect future generations
- Debt planning and liquidity guidance
- Strategic asset allocation that flexes with market conditions
This isn’t a one-size-fits-all strategy from a giant firm that forgets your name. It’s real
planning, real relationships, and real clarity.
When Greg and Olivia sold their successful HVAC business in Minneapolis, they suddenly found themselves with a $2.4 million liquidity event and no clear plan for how to preserve—or grow—it.
Straight Talk CPAs got to work:
- Designed a tax-managed investment plan to delay and reduce capital gains
- Shifted part of their equity into a diversified, dividend-generating portfolio
- Created a structured drawdown strategy to fund retirement and travel
- Collaborated with their attorney to set up a trust that supports their grandkids’ education
“We felt overwhelmed after the sale—now we feel empowered. Our wealth isn’t just sitting there, it’s working for us.”
Today, Greg and Olivia live comfortably off their investment income while still watching their assets grow.
Case Study: Turning Equity into Income
Explore Our All Services in Minneapolis, MN
List of Services
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Accounting ServicesMinneapolis Accounting Services
Straight Talk CPAs offers accounting services in Minneapolis, MN for growing businesses. Smart, scalable service packages designed to simplify your finances and fuel your next move.
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CPA ServicesMinneapolis CPA Services
Straight Talk CPAs provides virtual CPA services in Minneapolis, MN. Choose from strategic service packages that simplify compliance and support long-term business growth.
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Business Tax Planning ServicesMinneapolis Business Tax Planning Services
Straight Talk CPAs offers tax planning and tax advisory services in Minneapolis, MN. Scalable service packages help reduce tax liabilities, uncover savings, and bring long-term clarity to your business.
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Business Tax Preparation ServicesMinneapolis Business Tax Preparation Services
Straight Talk CPAs offers tax preparation services in Minneapolis, MN. Accurate, secure, and built to reduce your tax bill—not just file it.
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CFO ServicesMinneapolis CFO Services
Straight Talk CPAs offers outsourced CFO services in Minneapolis, MN for growing businesses that need financial clarity, strategic forecasting, and real-time insight—without a full-time hire.
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Bookkeeping ServicesMinneapolis Bookkeeping Services
Straight Talk CPAs offers virtual bookkeeping services in Minneapolis, MN—designed to simplify finances, clean up records, and help businesses grow with confidence.
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Accounts Payable ServicesMinneapolis Accounts Payable Services
Straight Talk CPAs offers accurate, automated accounts payable services in Minneapolis—helping businesses eliminate errors, streamline payments, and stay vendor-ready.
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Retirement Planning ServicesMinneapolis Retirement Planning Services
Straight Talk CPAs offers personalized retirement planning services in Minneapolis—helping business owners and professionals secure a tax-efficient future.
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Investment Advisory ServicesMinneapolis Investment Advisory Services
Straight Talk CPAs offers tax-smart investment advisory services in Minneapolis, MN—guiding entrepreneurs, professionals, and families toward confident, purpose-driven financial decisions.
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Wealth Management ServicesMinneapolis Wealth Management Services
Straight Talk CPAs offers personalized wealth management services in Minneapolis, MN—supporting tax-smart investing, retirement strategies, and long-term financial confidence.
Who It’s For
Straight Talk CPAs works with:
- Business owners preparing for a sale or transition
- High-income professionals seeking tax-advantaged growth
- Families with multigenerational wealth goals
- Entrepreneurs managing volatile income
- Pre-retirees building a plan for post-career income
Whether you're early in your journey or protecting decades of work, Straight Talk CPAs builds wealth plans that flex with your life.
FAQs
Can I use my existing financial advisor and still work with you?
Yes. Many of our clients have advisors, and we act as your tax-smart financial partner to build coordinated strategies.
Is this service investment-only?
No. We focus on the entire financial picture—taxes, estate, retirement income, risk management—not just portfolios.
Do I need a certain net worth to qualify?
No specific minimums. If you're serious about financial strategy, Straight Talk CPAs can help maximize what you have.
How often do we meet or review the plan?
Typically quarterly or semi-annually, but reviews can be tailored based on your needs and financial milestones.
