Clarity & Confidence

Through Fee-Only Financial Planning & Investing For:

  • Mid-career professional parents 

  • Those with equity compensation

  • Those nearing retirement

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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.

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COLLEGE

ONE-HOUR PLANNING

Helping families with high-school-age kids plan for their college education. 

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ONGOING

FINANCIAL PLANNING

Comprehensive and ongoing financial planning and investment management for your long-term future. 

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ONE-TIME & RETAINER

FINANCIAL PLANNING

One-time financial plan to assess where you are now, and where you should be headed.

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