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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here's a breakdown of how the federal government spends your tax money.
A four-step framework for building a personal legacy.
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.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For many, retirement includes contributing their time and talents to an organization in need.
Do your insurance needs stay the same when the nest empties?
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?