952-222-7696
Clarity & Confidence
Through Fee-Only Financial Planning & Investing For:
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Mid-career professional parents
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Those with equity compensation
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Those nearing retirement
Who We Are?
Sona Wealth is a fiduciary wealth management and investment advisory firm serving the greater metro area of Minneapolis. We serve busy mid-career professionals and families because we understand where you are in life, and we'll help you make the most of what you have to reach your goals.
What Can We Do For You?
Peaceful Planning
Get peace of mind when thinking about your financial future with Sona Wealth.
True Independent Fiduciaries
As fiduciaries, we act in your best interest above all else to give you clarity and confidence.
Simplify Your Financial Life
We will help you simplify your finances and provide you a one-page financial plan.
COLLEGE
ONE-HOUR PLANNING
Helping families with high-school-age kids plan for their college education.
ONGOING
FINANCIAL PLANNING
Comprehensive and ongoing financial planning and investment management for your long-term future.
ONE-TIME & RETAINER
FINANCIAL PLANNING
One-time financial plan to assess where you are now, and where you should be headed.
