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Fee-Friendly Financial Advisors in Duluth, MN

Welcome to Structured Wealth Advisors. We are a fee based independent financial advisor associate firm in Duluth, MN. Since 1994, we have helped clients from the United States all the way to Australia take control of their financial future.  

Discover How The Smart Money Invests

Our investment approach is completely different from traditional Wall Street brokers, financial planners, financial advisors or wealth managers.. Rather than fight the market, we work with the market. Through our partnership with Dimensional Fund Advisors, we let the science of capital markets guide the way.    

Financial Advisors Focused on Outcomes

Our goal is to deliver an outstanding investment outcome for every client. If you are tired of dealing with advisors that constantly trade and time the market, or hire and fire money managers at your expense, give us a call today. We offer a free second opinion for individuals who are looking for a new way to invest.   

We look forward to working with you through all stages of your life, please call our Duluth office at 218-720-6989.

Helpful Content

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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