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PURPOSEFUL PLANNING

Whatever the purpose of your wealth, our disciplined discovery and investment process will tailor your portfolio to match your goals, values, risk tolerance, and income needs.

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Learn more about our services.

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COLLEGE

One-Hour or Extended Planning

Helping families with high-school-age kids plan for their future. We'll help you discover the best financial path to pay for college.

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ONGOING

Financial Planning & Investing

Comprehensive and ongoing financial planning for your long-term future. Sona Wealth will cover all aspects of your financial picture from investments to tax planning.

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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. We'll help you create a plan for your future.

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Start Planning For Your Future.

Let's Discuss Your Future.

Call us today or schedule an intro meeting with us here. 

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Service Areas:

Chanhassen, MN and the greater metro area of Minneapolis

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Main Office:

By appointment only

200 Southdale Center
Edina, MN 55435

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Secondary Office:

By appointment only

1600 Utica Ave S

St Louis Park, MN 55416

952-222-7696

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Sona Financial, LLC (d.b.a Sona Wealth and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.