Minneapolis, MN Financial Advisors | Swiller Lederfine Wealth Management

Achieving your goals It starts with insightful advice

Swiller Lederfine Wealth Management

612-371-5013
888-531-3806

855-523-9977

80 South 8th Street
Suite 2900
Minneapolis, MN 55402

At Swiller Lederfine Wealth Management, we understand not only what it takes to build, preserve and pass on wealth, but also how these decisions can impact the future well-being of our clients—successful business owners, executives and most important—families. Our advice and solutions are based on much more than investments—on people, their financial concerns today and how we can make a difference in their lives across generations.

We’ll focus on your financial world, so you don’t have to
Given our experience managing wealth in every environment, our team is dedicated to providing the planning and wealth management guidance you need to weather difficult markets and pursue the goals that matter most.

We’ve created a family office environment where service comes first and our advice is integrated to address all of your family’s financial goals and concerns. We’re committed to earning your trust so that you can comfortably focus on the other areas of your life knowing we’re dedicated to helping you.

Plan for each priority in your financial world

Whether you are navigating family milestones, like education or home funding, managing business transitions or planning your retirement or estate, we have the knowledge and experience to help you build a flexible, adjustable plan for pursuing the goals that matter most to you. We can also coordinate with your attorneys, accountants or other advisors to ensure a well-aligned approach.

Financial Planning

Donor Advised Funds

Creating a multigenerational plan for passing on your wealth

We will also work with your tax and legal advisors to ensure the plan is tailored to your wishes and executed accurately and efficiently.

Inheritance and your family

Enjoy the retirement lifestyle you’ve earned

You could be retired for 30 years. How much funding will you actually need to live comfortably without risking depletion? Which accounts should you tap first? The longer you spend in retirement, the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind. We’ll work together to help ensure you’re financially prepared to retire your way.

IRA Opportunities at UBS

Retirement Plan Limits

Manage the liabilities side of your balance sheet

The assets you have are obviously important. But the assets you borrow—and how you borrow—are equally important to your financial life and achieving your financial goals. We can help you make borrowing decisions that make sense for you, your family and your overall financial plan—from securities-backed credit lines to home mortgages to credit cards.

Liability Management