Broker Check

A Top Rated Wealth Management Firm

Wealth Coaching

With a Wealth Coaching process based on over 30 years of experience, Advanced Wealth Management Group takes a unique approach to financial planning clients might not find at other firms.

They use an exclusive system called The Advanced Wealth Optimization System™, which is based upon listening first and acting second. 

They offer a full range of services, including retirement planning, investment management, and estate distribution.

Key Factors to Rank as a Top Wealth Management Firm in Minneapolis, MN

Wealth Coaching System

The financial advisors at Advanced Wealth Management Group see themselves as wealth coaches. Their unique take on wealth management is designed to promote a one-on-one approach to help retirees, families, and professionals with a customized financial plan.

While other financial advisors in MN might jump into selling you on particular financial products, this firm’s team is different. They believe in listening first to understand your situation, goals, and requirements fully, and then matching those needs second.

Their tailored Wealth Coaching approach ensures that clients feel heard and not just sold. Financial advisors at Advanced Wealth see their clients as family and their clients’ financial success as a top priority.

Strategic Investment Management

Wealth Coaching

When it comes to investing, consistent results are a sign that you’ve chosen one of the best financial advisors in Minneapolis. Advanced Wealth uses a strategic active and passive approach to investment management that’s based on intense research.

These Minneapolis financial planners continuously monitor the performance of each portfolio along with market and economic conditions. You can be assured your portfolio is never being left on “autopilot,” but is instead actively managed by this team.

Your investment portfolio is the result of extensive research and years of experience in portfolio management. They use a 9-Step Investment Process that identifies and addresses each of the critical issues in customizing an Investment Plan.

Rating Summary 

As a top Minnesota financial advisor, Advanced Wealth Management Group takes an exclusive approach using solid wealth coaching methods. From business professionals to retirees, the firm’s advisors work to create a completely customized experience.

The firm promotes a strong set of core values. You can find these on the firm’s website, and they include working for the common good of its clients.
With a unique approach and a commitment to customizing each client’s financial plan according to their needs, this Minneapolis wealth management firm earns a 5-star rating and is one to consider in 2020-2021.

John J. Karpinsky


As Principal and co-founder at Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and wealth management for our clients. I am here to help you make wise choices regarding your wealth and your financial...

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Daniel J. Klein, CFP®


As a Principal with Advanced Wealth Management Group, I work closely with clients, specializing in wealth coaching, legacy planning, and wealth management for them.

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Kathleen M. Zinniel

Client Service Director

As Client Service Director, my role consists of all client meeting follow-ups. Along with meeting follow-ups I will take care of online issues, delivering tax documents to clients and CPAs, and event planning. I have 22 years of...

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Kimberlee Grayson

Business Processing Specialist

As the Business Processing Manager with Advanced Wealth Management Group, I am responsible for processing all new business services and meeting the ongoing servicing needs of our clients. I have a 15-year background in the financial...

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Charles Peszneker

Office Manager

As the office manager at Advanced Wealth Management Group, I work closely with our wealth coaching advisors, concierge, client service, and case design teams to help implement, maintain, and service our clients’ financial...

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Rob Beveroth

Registered Representative

(612) 347-8669

As a Financial Advisor with Advanced Wealth Management Group, I work closely with clients, specializing in wealth coaching, legacy planning, and wealth management for them. I also help collect and prepare information for client reviews...
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Karsten Gonzalez

Manager, Concierge Services


As the Manager of our Concierge Services at Advanced Wealth Management Group, I’m dedicated to providing you as our client with an exceptional experience every day. I am excited to get to know you and make sure that you are taken...
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Hannah Schulz

Case Design Associate

As a Case Design Associate at Advanced Wealth Management Group, I focus on crafting tailored financial plans alongside our Wealth Management Advisors. With a background in Neuroscience from the University of St. Thomas, I bring...
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Rose Winkels

Manager of Books and Records

In my role as the Manager of Books and Records, I play a key role in overseeing the financial administration of the firm's revenue and expenses, managing accounting processes, and handling employee payroll. Beyond the professional...
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