LAUREL WEALTH PLANNING’S 25th ANNIVERSARY
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Partner with Minneapolis Financial Advisors who enhance financial flexibility and align your wealth with what matters most to you.

Our team of fiduciary financial advisors in Minneapolis–St. Paul is dedicated to helping you make informed financial decisions. As full-service, fee-only professionals, we are your sounding board and voice of reason, freeing you to live the life you want. We put your best interests first, guiding you through financial planning, investment management, tax strategies, and retirement planning.
Award-Winning Firm
Recognized for our dedication to comprehensive wealth management, our high-touch approach integrates investment management, financial planning, tax strategies, and estate planning to provide you with the confidence and flexibility to enjoy what’s most meaningful to you.
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WE ARE YOUR

Trusted Advisor

We go the extra mile to help you make informed financial decisions. Our ongoing, comprehensive financial plans address investment management, tax planning, estate planning, and retirement strategies.

Thoughtful Partner

We aim to enter a long-term relationship that lets us understand your preferences, priorities, and passions. This partnership mentality drives our high-touch service and holistic approach.

Responsible Steward

Like you, we do the right things for the right reasons. Our fee-only financial advisors empower you to align your wealth with your values through thoughtful planning, legacy building, and customized investing.

50%

of our clients are women decision-makers.

1:20

A high professional-to-client ratio (1 to 20) means more personalized attention.

100+

years of combined expertise guide our investment committee’s decisions.

Our Wealth Management Services

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Retirement Planning
We help you plan for lasting financial independence and the freedom to enjoy the lifestyle you envision and that inspires you with investment and tax strategies tailored to your needs
Investment Management
We implement a disciplined and proactive strategy designed to grow and sustain your wealth, while aligning with your personal values.
Tax Reduction Strategies
Our proactive tax planning helps you keep more of your hard-earned money through customized, tax-efficient investment decisions. 
Estate Planning
We prepare for the future by structuring your wealth to benefit loved ones and causes close to your heart.
Philanthropy & Family Gifting
We encourage you to enjoy the pleasure of gifting now and help you magnify the benefits through tax-advantaged strategies.
Risk Management
We help shield your assets through tailored strategies that anticipate potential challenges and uncertainties.
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Whom We Serve

Retirees
Pre-Retirees
Divorcees
Generational Wealth Builders
Widows/Widowers
Children of Clients
Women Decision-Makers
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We help clients navigate life transitions, simplify financial complexities, and harmonize their wealth with what is most deeply important to them.

Whether you’re planning for life goals like buying property, funding education, or values-based investing, our wealth advisors empower you to make informed decisions and experience financial clarity.

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The Laurel Wealth Harmony™ Process

Your Journey to Financial Confidence & Flexibility

Drawing from over 25 years of helping clients achieve financial confidence and flexibility, we’ve developed our unique Laurel Wealth Harmony™ Process—a trademark that reflects our distinctive approach to aligning your finances with what matters most in your life, supporting your desired lifestyle now and creating a foundation for your future. 
Step 01

Connect & Listen

During our initial meetings, we focus on understanding you—your story, your financial planning goals, wealth management needs, and long-term vision. What matters most to you? What gives you the most joy and pleasure today? What might your ideal life look and feel like? We listen for the heart of the matter to understand not just your financial situation, but your hopes and aspirations.
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Step 02

Explore & Envision

Drawing from our decades of expertise, we’ll help you explore possibilities for your future that you may not have considered. You’ll gain insights into opportunities that align with your goals, potentially discovering new pathways that inspire and excite you. Our experience will help expand your vision of what’s possible while staying true to what matters most to you.
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Step 03

Design & Align

As a client, you will work with a team of highly credentialed experts (CERTIFIED FINANCIAL PLANNER®, Certified Public Accountants, and Masters in Taxation) who will craft your comprehensive financial strategy. Your investment management, desired income, tax planning, risk management, and gifting & estate planning will all be aligned with your personal vision and values. We will help clarify the options available to you, empowering you to make decisions that align with your goals. Our support and guidance will simplify the implementation process, giving you the freedom to live the life you desire.
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Step 04

Coordinate & Implement

Your customized plan will be seamlessly coordinated with your trusted advisors—your accountant and attorney. You’ll have peace of mind knowing that our high team-member-to-client ratio ensures meticulous attention to every detail of your plan.
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Step 05

Monitor & Enhance

Your investments will be proactively managed to enhance after-tax returns and income, strengthening your financial confidence and flexibility. As your life and aspirations evolve, and as investment markets and tax laws change, your financial plan will be regularly adjusted to stay aligned with your goals.
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Step 06

Nurture & Grow

Throughout your journey, you’ll have regular meetings and quarterly check-ins to ensure your plan continues to serve your evolving needs. Together, we’ll explore what inspires you, what you’d like to achieve, and where your values are leading you. As your life and aspirations unfold, you’ll have the confidence of knowing every aspect of your financial plan is carefully tended to, supporting what’s most meaningful to you and bringing you enjoyment, peace, and fulfillment.
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"In the 18-plus years that I have been a client with Laurel Wealth Planning, I have grown to appreciate the hard work and dedication Laura Kuntz and her staff have provided. 

They navigated me through my limited knowledge of financial planning and investing. They were patient and kind, as well as thoroughly professional. As the years have gone by, I have learned so much and am grateful for their diligence in managing my portfolio. They listen carefully to what your goals are and tailor their knowledge to your needs. 

My funds weathered a divorce, the 2008 recession, and COVID, due to the guidance and expertise of Laurel Wealth Planning. I am confident that I can retire comfortably.

Mallory Kretman has gone above and beyond in her efforts to help me gain financial security. She is at the ready with answers to any questions and is reliably prompt in helping to resolve any issues. I have grown to trust her instincts and knowledge implicitly.

  As the years have passed and I have witnessed other firms' failures to manage their clients, I am so grateful for having such a top-notch team guiding my financial future."

Beth M.
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The above testimonial contains statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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While we are a completely independent firm, and can custody client money through any independent investment firm, we currently generally recommend to clients that their investments be custodied through Raymond James Financial Services, Inc. Raymond James is a diversified financial services holding company serving individuals, corporations, and municipalities throughout the U.S. and internationally. One of the first firms to focus on individual financial planning, Raymond James has consistently been ranked among the nation’s top financial firms.
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