ClearPath Wealth Advisors

ClearPath Wealth Advisors Comprehensive wealth management firm creating opportunities for our clients to See More, Do More, Be Moreโ„ข in retirement.

Advisory services offered through AdvisorNet Wealth Partners (AWP). ClearPath Wealth Advisors and AWP are separate entities. At ClearPath Wealth Advisors we are inspired to bring clarity to the long, winding roads that lead to and through a successful retirement. With our comprehensive and unbiased advice coupled with our tried-and-true ๐—–๐—น๐—ฒ๐—ฎ๐—ฟ๐—ฃ๐—ฎ๐˜๐—ต ๐˜๐—ผ ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฃ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€, we aim to minimize any anxie

ties in your financial world.

๐˜พ๐™ก๐™š๐™–๐™ง ๐™‚๐™ค๐™–๐™ก๐™จ, ๐˜พ๐™ก๐™š๐™–๐™ง ๐™Ž๐™ค๐™ก๐™ช๐™ฉ๐™ž๐™ค๐™ฃ๐™จ, ๐˜พ๐™ก๐™š๐™–๐™ง ๐™‹๐™ก๐™–๐™ฃ๐™จ -- this is how we help you navigate your way through retirement. Once we have explored your retirement goals, we get to work behind the scenes executing our plan so that you can walk with ๐’„๐’๐’๐’‡๐’Š๐’…๐’†๐’๐’„๐’† to and through the retirement you have planned for. Along the way, our team looks to ๐ž๐๐ฎ๐œ๐š๐ญ๐ž you on the various pieces of your retirement puzzle:

โœ”๏ธ INVESTMENT STRATEGIES

โœ”๏ธ INCOME PLANNING

โœ”๏ธ TAX MINIMIZATION

โœ”๏ธ ESTATE & LEGACY STRATEGIES

โœ”๏ธ SOCIAL SECURITY MAXIMIZATION

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 typesโ€”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.

08/15/2025

A recent market whipsaw is a reminder: risk tolerance isnโ€™t static. Use Protect, Live, Grow, and Give to align your portfolio with lifeโ€™s changes.

08/13/2025

A new Vanguard study found that having an emergency fund is a key way to limit early 401(k) withdrawals. Those with at least $2,000 saved in an emergency fund take fewer withdrawals from their 401(k) and are less likely to cash out their retirement accounts after leaving their jobs.

08/08/2025

A new survey finds that fewer savers are taking hardship deposits or loans from their retirement accounts. Vanguard data tell a different story.

08/06/2025

From a new tariff deadline to a potential new stimulus check, here's news as of Aug. 1 that could impact your wallet, and how you can prepare your finances for the weeks ahead.

08/04/2025

If you've prioritized debt repayment, you may want to reassess how it could be impacting your retirement plan.

07/16/2025

The alternative minimum tax (AMT) will have a little more bite once the tax bill passed by Congress is signed into law by President Donald Trump.

07/07/2025

Emerging research on lifestyle changes and the development of preventive approaches are revealing an opportunity to measure and boost cognitive health.

07/02/2025

You might have a retirement plan. But is it built to survive a crisis? According to Allianz, 62% of Americans worry a future national or global crisis could derail their retirementโ€”but only 46% have actually accounted for those risks in their plan.

06/09/2025

Understanding the impact of America's surging national debt is crucial to investors. Here are things to look for and steps to take to preserve and maximize your return.

Address

130 Cheshire Lane, Suite 130
Minnetonka, MN
55305

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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