Midwest Wealth Advisors  
investing Rogers mn
midwest financial advisors wealth
Our goal is simple; help hardworking people like you and your family to prepare, implement and manage every phase of your Pre & Post Retirement life, helping to ensure your “Golden Years” are just that, “Truly Golden”

Fee-Based Investment Management - Portfolios designed to help minimize risk and to increase returns

Our Investment Advisory services are provided with a fiduciary* standard of care - the highest level of client care in the financial services field.

Understanding Brokers vs Fiduciaries:

We employ an investment management process designed to potentially minimize risk and increase returns.

Our investment management services are unique, 100% transparent, and fee-only. Each client’s allocation is highly customized based on your return objectives, risk adversity, and tax status of your accounts. Investment Advisory accounts are monitored on an ongoing basis in an effort to remain aligned with each client’s investment objectives.

We firmly believe that investment returns should be measured for consistency and that developing a portfolio to weather market losses is crucial to long-term performance.

* A fiduciary is one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.

Asset allocation is a method used to manage risk. It does not guarantee against loss. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

© 2018 Midwest Wealth Advisors. All Rights Reserved.

Core Competencies

Fee-Based Investment Management
Portfolios designed to help minimize risk and to increase returns

Retirement Income Strategies
Creating a lifetime of stable income

Retirement Plans
401(k), 403(b), profit sharing, and SEP IRAs

Fee-Based Financial Planning
A comprehensive financial blueprint

Brokerage Services
Products and Services to meet a variety of needs