Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Making the most of surprises is a great reason to work with us.
A four-step framework for building a personal legacy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Being healthy not only makes you feel good, it may also help you financially.
A quick look at how federal income taxes work.
Here are five facts about Social Security that are important to keep in mind.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
How does your ideal retirement differ from reality, and what can we do to better align the two?