Bird Wealth Management LLC (BWM) is a Registered Investment Advisor located in Minneapolis, Minnesota. We assist our clients in achieving their long-term goals and dreams by providing comprehensive, ongoing wealth management services. Our investment vehicles include a core of low cost, no load institutional index funds and asset class funds, including funds from Dimensional Fund Advisors (DFA) and Vanguard.
At BWM, we use our comprehensive experience in income, retirement and estate tax planning, as well as our understanding of insurance and investment vehicles to help our clients achieve their financial goals. Our clients are typically people who want an experienced, independent and trusted advisor rather than a product salesperson. Many of our clients are corporate executives, retirees, or business owners. Much of our communication can be done via the internet, allowing us to serve clients throughout the country. Our services are typically most valuable to those who have at least: $200,000 or more of combined annual income or $2,000,000 or more of net worth*.
*Referrals may be given special consideration.