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At Perspective 6 Wealth Advisors, we empower MedTech professionals to turn their stock and benefits into opportunities. By partnering with you to minimize taxes, boost retirement savings, and stabilize come, we help give you the confidence to take control of your finances and make work optional.
Based in Minneapolis-St. Paul, our firm has helped hundreds of clients manage risks, liquidity, income variability, and tax challenges. Our team-based model provides diverse insights and collaboration, rather than a single advisor perspective.
Our team holds designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) certifications, reflecting a comprehensive approach tailored to the needs of MedTech professionals.
Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.SavvyWealth.com.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 1000 Shelard Pkwy,
- Industry
- Financial Services
- Keywords
- Equity Awards, Equity Compensation, Retirement Planning, Tax Strategy, Investment Management.
- HQ
- Minneapolis, Minnesota
Perspective 6 Wealth Advisors Questions
Perspective 6 Wealth Advisors's website is https://www.perspective6wealthadvisors.com/
Perspective 6 Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/perspective-6-wealth-advisors
Perspective 6 Wealth Advisors has
8 employees.
View email and phone details for 8
employees at Perspective 6 Wealth Advisors.
Perspective 6 Wealth Advisors's industry is
Financial Services
Perspective 6 Wealth Advisors's top competitors are
Know Power - Podcast,
Ten27 Living,
Reformed Millennials - Investing In Tomorrow’s Future,
Bridge Insight,
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Equities Club,
Savvy Wealth,
The Tippy Top © Podcast 🎙 / Blog ✍ / Vlog 📽,
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Invest In You Podcast.
Perspective 6 Wealth Advisors's categories are Financial Services
Perspective 6 Wealth Advisors's founding year is 2006
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Top Perspective 6 Wealth Advisors Employees
-
Matthew Nelson, CFP® AIF® ECA
I Help Medtech Professionals Optimize Stock Compensation & Reduce Taxes To Achieve Financial Freedom!
Minneapolis, Minnesota, United States, United States2winternet.com, focusfinancial.com3 +195222XXXXX
-
Karissa McLaren
Financial Planning Associate & Student Of The Industry
Minneapolis, Minnesota, United States, United States1occ.gov -
Brandon Hebert
Senior Client Service Associate
Minneapolis, Minnesota, United States, United States2focusfinancial.com, focusfinancial.com2 (888) 6XXXXXXX
-
Grace Hennen
Financial Planning Associate At Perspective 6 Wealth Advisors | Bba Financial Planning
United States, United States
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