Fiat Wealth Management 1905 Wayzata Boulevard, Wayzata, MN 55391
About the Business
Fiat Wealth Management is a leading finance institution located at 1905 Wayzata Boulevard in Wayzata, Minnesota, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of investment solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Fiat Wealth Management is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Photos
Location & Phone number
1905 Wayzata Blvd #320, Wayzata, MN 55391, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I watched the webinar Estate Planning 567 and took advantage of the free consult and was fortunate to speak to Darren Lepak who was incredibly helpful in guiding me through next steps. I was able to accomplish a lot of things on my list through his guidance. It is a consult that I am so glad that I took advantage of."
"I had a great experience working with Darren Lepak at FIAT Wealth Management. As a recent retiree, I was looking for a retirement income strategy for our family. While I got good information from large financial firms such as Fidelity and Vanguard, FIAT’s philosophy, approach and advice really stood out. From the first webinar that provided tons of practical resources to all subsequent meetings, I was very impressed by FIAT’s approach for building a holistic and flexible long-term retirement strategy that considered numerous factors such as taxes, Social Security, Medicare, and tailored to a unique family situation. Thank you FIAT and Darren!"
"I am working with Darren. He is wonderful! He has made this process so informative and smooth which has giving me a lot of confidence in working with Fiat. I went through years feeling like I didn’t have any control over my retirement money as I didn’t seem to get any support from the managing companies. Now I am in control, and feel safe and secure in my financial future. I highly recommend Fiat!"
"My husband and I have been clients at FIAT for over a year. We have been working with Danny, our financial advisor. FIAT does a great job of listen to the clients needs, evaluating future financial needs and tax planning. We are retired and needed a good financial plan to help reduce our tax burden. They developed an individualized plan with our input. With our new plan this is the first time in years that we do not have to pay estimated taxes. They constantly evaluate your plan and update as needed to meet your goals and desires. I would highly recommend that you check them out! Thanks Danny for all your hard work!"
"It has been a pleasure working through the setup of our retirement plan with Daniel. He takes the time to explain the different options and further explain the different options available to us if we do not understand a specific investment option. Everyone we have spoken to at Fiat has been very knowledgeable and friendly and quickly returns any communication that is requested. We are very happy we came across Fiat, and Daniel specifically to guide us through the next years."
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