A Seasoned Guide Through Financial Transitions
Wayzata Bay PWM is a bespoke wealth management practice. We focus on helping a select group of families navigate through some of their largest financial changes, such as: business sale, retirement, inheritance, income planning; and also help institutions with financial stewardship. We focus on relationships over products and have designed an approach that caters to your family and financial needs. We are driven by what is first and foremost important to you. We are guided by our core values and driven by excellence in every client interaction.
Our Typical Client Base includes:
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Business Owners
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Executive Leadership
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High Net Worth
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Families with Complexity
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Institutions
Values Aligned Investment Selection
As putting family first is one of our core values, we find special joy in connecting with and creating plans for multiple generations of families. With many people now supporting both aging parents and younger children, creating a blueprint for all of your "knowns" makes it much easier to rise to life's unknowns and unexpected challenges.
Bespoke Retirement Transition Plans
Our team has a special talent for connecting with business executives and owners because we're entrepreneurs ourselves. We help balance the myriad of tax, workflow, and profitability considerations you have for today while also helping define a long-term path to business succession and retirement.
Custom Guidance & Accountability to Your Vision
We know that building and maintaining success is a lifelong endeavor. Staying on top of the unique set of challenges requires creative solutions, tailored planning, and tax advantaged strategies. Wayzata Bay PWM can even take discretionay control of your accounts to streamline this process even further.
