ClearPath Wealth Advisors

ClearPath Wealth Advisors Independent, fiduciary wealth management for real people nearing or in retirement. See More. Do More. Be More. Our planning is comprehensive.

Comprehensive planning with tax strategy built in, serving Minnetonka, Wayzata, and the Twin Cities west metro. ClearPath Wealth Advisors is an independent wealth management firm built for real people navigating the retirement transition. Our mission is to help you live on purpose, with the freedom to see more, do more, and be more. We work with hard-working families and individuals nearing or in

retirement, business owners with complex financial lives, wealth builders who want a trusted long-term partner, and people working through widowhood, divorce, or a career change. Retirement income, tax strategy, investments, estate, and legacy are coordinated into one roadmap that evolves as your life does. Tax planning is not an add-on here. It is how every plan gets built. We are fiduciaries, we are independent, and we are relationship-first. You will know your team and your team will know you. Serving Minnetonka, Wayzata, and the greater Twin Cities west metro.

A paycheck is a habit. For decades, money arrives on a schedule and you build a life around that rhythm. Retirement ends...
08/27/2026

A paycheck is a habit. For decades, money arrives on a schedule and you build a life around that rhythm. Retirement ends the schedule and hands you the job of creating one yourself.

That's the work of income planning. Which accounts to draw from and in what order. How taxes factor in. Where Social Security timing fits. How the strategy adjusts as life and markets move.

The aim is a retirement income approach built around the standard of living you want to keep.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

We call the third step of our process Be More, and it's the one clients tend to feel the most. Your tailored ClearPath t...
08/26/2026

We call the third step of our process Be More, and it's the one clients tend to feel the most.

Your tailored ClearPath to Retirement brings the pieces together: income, investments, tax strategy, health care and estate planning. One coordinated plan, instead of five separate decisions made in different rooms at different times.

We understand that retirement is about who you get to be for the people you love.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

Grief and paperwork don't mix well. Death certificates. Account transfers. Benefit claims. Phone calls that require you ...
08/25/2026

Grief and paperwork don't mix well.

Death certificates. Account transfers. Benefit claims. Phone calls that require you to explain what happened, again, to someone who has never met you. It's a mountain of administrative work arriving at the exact moment you have the least capacity for it.

A steady checklist helps. So does a team that already knows your situation and can carry part of the weight, so you're not doing it alone or from memory.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

Do More is the second step of our process, and it's where the plan starts taking shape on paper. We analyze what you alr...
08/20/2026

Do More is the second step of our process, and it's where the plan starts taking shape on paper.

We analyze what you already have. The portfolio, the accounts, how the pieces work together and where they don't. Then we draft your ClearPath to Retirement, built around the goals you named in that first conversation.

The point isn't a better-looking portfolio. It's a plan that supports doing more of what you love.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

One of the harder surprises after losing a spouse shows up on a tax return. Filing status shifts from married filing joi...
08/19/2026

One of the harder surprises after losing a spouse shows up on a tax return.

Filing status shifts from married filing jointly to single. The brackets narrow, the standard deduction drops, and the same income can be taxed at a higher rate. For someone already adjusting to a smaller household income, it can land as a second loss on top of the first.

It's worth looking at early, while there's still room to plan around it. Talk with your tax professional about how it applies to your situation.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

The first step in our planning process is See More, and it starts with a conversation instead of a recommendation. You s...
08/18/2026

The first step in our planning process is See More, and it starts with a conversation instead of a recommendation.

You sit down with a member of our team and talk through where things actually stand. Not only the accounts, but the purpose behind them and what you want your money to make possible.

It's hard to plan for a life you haven't pictured yet. So that's where we begin.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

In the weeks after losing a spouse, it can feel like every decision is urgent. Almost none of them are. The house. The a...
08/13/2026

In the weeks after losing a spouse, it can feel like every decision is urgent. Almost none of them are.

The house. The accounts. The beneficiary forms. The question of whether to stay or move. A handful of things are genuinely time-sensitive, and the rest can wait until you have the capacity to think clearly about them.

Knowing which is which is its own kind of relief.



*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ClearPath Wealth Advisors’ representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

09/05/2025

For seniors aged 65 or older, you might owe less in taxes when you file next year. A new senior tax break Trump's new tax bill, the One Big Beautiful Bill (OBBB), offers an additional $6,000 standard deduction to Americans aged 65 and older.1

08/22/2025

Accepting a broad view of risk is a healthy step towards becoming a confident investor. With acceptance, you can learn to recognize and manage different risk types—which is much more productive than watching and hoping for a good result.

08/20/2025

Americans aged 60 or older lost more than $700 million to impersonation fraud in 2024, up more than 500% since 2020, the Federal Trade Commission found.

Address

130 Cheshire Lane, Suite 130
Minnetonka, MN
55305

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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