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
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.