Fee only financial planning and investment advisory services are offered through Bird Wealth Management LLC, a Minnesota registered investment advisor located in Minneapolis, Minnesota. The presence of this website on the internet shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Minnesota or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Minnesota and certain other states.
This website is provided as a service of Bird Wealth Management LLC. By accessing this website, you agree to the following terms and conditions:
Bird Wealth Management LLC is a state registered investment advisor ("RIA"). Nothing on this website should be construed as a solicitation, or offer, or recommendation, to acquire or dispose of any financial or to engage in any other transaction. Bird Wealth Management LLC does not render or offer to render personalized financial advice or financial planning advice through this website; specific advice is given only within the context of our contractual agreements with each client. The Bird Wealth Management LLC website is limited to the dissemination of general information about Bird Wealth Management LLC service offerings, and provides an alternative method for clients and prospective clients to learn more about us, and to contact us. Advice may only be rendered after the delivery of Form ADV-Part II, and the execution of a financial advisory agreement by the client and the advisor.
While Bird Wealth Management LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, it makes no representation that the information or opinions contained on this website are accurate, reliable or complete. The information and opinions contained in the Bird Wealth Management LLC website are provided by Bird Wealth Management LLC for personal use and informational purposes only and are subject to change without notice. Nothing contained on the Bird Wealth Management LLC website constitutes financial, legal, tax or other advice nor is it to be relied on in making a financial or other decision.