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.

Thomas A. Winkels, CFP®

Principal

Tom@AdvancedWealth.com

As Principal and co-founder of Advanced Wealth Management Group, I specialize in wealth coaching, legacy planning, and wealth management for clients that include successful professionals, corporate executives, business owners, and...

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John J. Karpinsky

Principal

JohnK@AdvancedWealth.com

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®

Principal

DKlein@AdvancedWealth.com

As a Principal 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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Kathleen M. Zinniel

Manager, Concierge Services

KZinniel@AdvancedWealth.com

As Manager of our Concierge Services at Advanced Wealth Management Group, I strive every day to provide you as our client with an exceptional experience. I want to make sure that you are taken care of when working with our firm. I am...

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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

Paraplanner

As one of the Business Processing Specialists at Advanced Wealth Management Group, I work closely with our clientele and wealth coaching advisors to help implement, maintain, and service their business processing needs to accomplish...

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Brandon Ulmer

Sr. Paraplanner

As part of the client Case Design Team, I assist our Wealth Coaches for our client meeting discussions by collecting and preparing the necessary documentation, analysis, and recommendations to achieve our clients’ objectives. For...

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Abigale Christenson

Business Processing Specialist

612-347-8669

I aid in helping our clients pursue their objectives as one of the Business Processing Specialists at Advanced Wealth Management Group. I do this by processing new and ongoing business administration of our clients’ behalf. I...

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Rob Beveroth

Registered Representative

(612) 347-8669

As a member of the Case Design Team, I also work as a Wealth Coach. I assist the team with thorough analysis of our clients’ situation and provide recommendations to help fulfill their mission in life by meeting their objectives....

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