Paratus Wealth Management, Financial Planning Investment Management

Welcome to Paratus Wealth Management

Financial Planning | Investment Management

Paratus Wealth Management, LLC provides independent financial planning and investment management services to individuals, families, and institutions.

Capital Preservation and Appreciation

Our wealth management services are built around a philosophy of long-term preservation and appreciation of capital.

Portfolio Management

We develop and manage individually customized investment portfolios using a variety of securities, including stocks, bonds, ETFs, mutual funds and other investment vehicles.

Comprehensive Financial Planning

We incorporate life and long-term care insurance in the planning process, if it aligns with attaining your financial goals.

Investment Advisor

Paratus Wealth Management, LLC is based in suburban Minneapolis and is a registered investment advisor with the state of Minnesota and South Carolina.

Reviewing Your Financial Goals

We believe that we can only offer exceptional service by meeting with our clients and getting to know them beyond their portfolios.

Risk Questionnaire

In order for us to better know your financial goals and tolerance for risk, we will ask you to complete a questionnaire in addition to having a thorough discussion about your background and your current financial situation.

Meet with Our Investment Professionals

Contact us today to make an appointment to meet with our investment professionals, and begin to experience peace of mind knowing your investments are rightly aligned with your objectives.

Contact Us