Fiat Wealth Management

Fiat Wealth Management Financial Planning for Those Nearing or in Retirement - Helping families take away the fear of spending their money in retirement.

We are independent financial advisors who provide comprehensive financial planning and asset management for our clients. Our independence means we offer objective advice without being tied to any specific product, company or service.

A few puppies, a lot of smiles, and a great reminder to slow down for a moment.Thank you to for bringing some four-leg...
06/01/2026

A few puppies, a lot of smiles, and a great reminder to slow down for a moment.

Thank you to for bringing some four-legged therapy to our team on Friday. Between the puppy cuddles, laughter, and tail wags, it was a pretty great way to end the week.

We're grateful for the work organizations like Healing Hearts do and for the joy they brought to our office!

05/27/2026

There are organizations that talk about impact. Then there are organizations out there living it every single day.

On the next episode of Retirement Redefined, Brad Gotto sits down with Kaycee Stanley from The Reel Hope Project to talk about generosity, stepping into the gaps others overlook, and what it really means to serve people well.

For the past two years, The Reel Hope Project has been the main beneficiary of our Christmas Gala, and we continue to be inspired by the work their team is doing in our communities and beyond.

Episode releases June 3.

05/20/2026

“Where did my raise go?”

It’s a question a lot of people ask themselves after getting a pay increase.

In this clip from our Inner Circle Webinar, Brad Gotto explains why lifestyle inflation can quietly eat away at long-term wealth building if you don’t intentionally increase savings first.

Before changing your spending habits, Brad discusses the importance of revisiting:
• Your 401(k) contributions
• Roth IRA savings
• HSA contributions
• Emergency reserves
• Long-term retirement goals

The reality is simple:
As income grows, your savings strategy should grow with it.

Watch the full webinar clip now: https://youtu.be/BdAH2IvPGm8?si=fiCO5MHPHnGOI-PO

What a great night celebrating the opening of our St. Cloud office!We are incredibly thankful to everyone who came out t...
05/15/2026

What a great night celebrating the opening of our St. Cloud office!

We are incredibly thankful to everyone who came out to support us, especially the clients and families who traveled from near and far to be there. As Fiat continues to grow, moments like this remind us what it’s really all about: the people behind it all.

Our clients are the reason we get to do what we do every day, and we never want to lose sight of that. Thank you for trusting us, supporting us, and growing alongside us. We are excited for this next chapter in St. Cloud and even more excited for the relationships still to come.

Giving back has always been an important part of who we are at Fiat!Join us on June 23rd as the Fiat community comes tog...
05/13/2026

Giving back has always been an important part of who we are at Fiat!

Join us on June 23rd as the Fiat community comes together for a Summer Give Back Event at Feed My Starving Children in Chanhassen. We would love to have you, your family, friends, coworkers, and grandchildren join us for an evening focused on serving others and making an impact together.

We have reserved 100 volunteer spots and hope to fill every one of them.

June 23, 2026
5:00–6:30 PM
Feed My Starving Children – Chanhassen

Registration can be found on our website at https://www.fiatwm.com/events

Join Brad Gotto for our next Inner Circle Workshop on Tuesday,May 19th from 12–1 PM CST.This educational webinar will co...
05/12/2026

Join Brad Gotto for our next Inner Circle Workshop on Tuesday,May 19th from 12–1 PM CST.

This educational webinar will cover:
• Wealth.com Access & Estate Organization
• Understanding Your 401(k)
• General Financial Education

At Fiat, we believe financial literacy and long-term planning go hand in hand. Whether you’re organizing your estate, reviewing retirement accounts, or simply looking to build greater clarity around your financial life, this workshop is designed to provide practical education in a straightforward and approachable way.

Register here: https://riverside.com/webinar/registration/eyJldmVudElkIjoiNjlhZjJmZmI4OGEyZWUzNTNiMDRiY2VlIiwic2x1ZyI6ImJyYWQtZ290dG8tLS1yZXRpcmVtZW50LXJlZGVmaW5lZCJ9

05/07/2026

Maximizing tax-advantaged accounts sounds like a no-brainer… but it’s not always that simple, especially if early retirement is the goal.

Yes, accounts like 401(k)s and IRAs can offer strong tax benefits.

But they also come with rules around when and how you can access your money.
If you’re planning to retire before 59½, that matters.

The real question isn’t just:
“How do I save more?”
It’s:
“How do I structure my savings so I can actually use it when I need it?”
That’s where planning makes the difference.

05/05/2026

Annuities get a lot of opinions… but at the end of the day, they’re built for one thing: stability.

Think of it like a paycheck in retirement. Not the highest growth, but predictable income you can count on.

The key is knowing when (and if) it actually fits your plan.

04/30/2026

If you’ve been to one of our workshops or you’re a client of Fiat, you’ve likely heard us talk about “buckets.”

Now. Soon. Later.

It’s a simple way to organize your plan, not just what you have, but when you’ll need it. And we look at it through a tax lens, too.

As Financial Literacy Month wraps up, it comes back to understanding your plan.

Know what you have, know what you need, and know what’s coming.

So you can move forward with clarity and confidence!

Want more inforamtion? Be sure to watch our full Market Commentary video on our website at www.fiatwm.com.

04/28/2026

It’s Financial Literacy Month, and a good reminder that retirement planning is more than just what you’ve saved.

Scott breaks down what often gets overlooked: how everything works together. Your income, your investments, and the life you actually want to live.

Clarity creates confidence.

Address

1905 Wayzata Boulevard E Suite 320
Wayzata, MN
55391

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+19524269116

Website

Alerts

Be the first to know and let us send you an email when Fiat Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fiat Wealth Management:

Shortcuts

Share

Category