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 get you to your happy place sooner.
Simplify Your Financial Life
We will help you simplify your finances and chart a clear path forward.
COLLEGE
ONE-HOUR PLANNING
Helping families with high-school-age kids plan for their college education.
COMPASS
FINANCIAL PLANNING
Comprehensive and ongoing financial planning and investment management for your long-term future.
PRINCIPLE
FINANCIAL PLANNING
Onetime financial plan to assess where you are now, and where you should be headed.
