Crafted Wealth
Hey everyone, my name is Gabe and I run a Minneapolis based financial planning firm that serves Builders, Creators, and Educators both locally and virtually.
We specialize in and may be a good fit if you are:
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A Creator: You work in entertainment in some fashion (writers, editors, musicians, producers, cinematographers, etc) and tend to have “lumpy” income. Advice often surrounds: cash flow/budgeting, incorporating, retirement planning, guild membership, pensions, and planning for future goals.
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A Builder: You work in the tech space and/or run your own business. Advice often surrounds: stock compensation (ISOs, RSUs, NQSOs, etc), employee benefits, retirement planning, goal planning, values discussions, and cash flow/budgeting.
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An Educator: You have worked or currently work in higher education. Advice often surrounds: pension planning, social security, 403b/457 plans, and unique employee benefits.
Crafted Wealth was founded in Venice, CA in 2015 and we currently work out of a home office in Minneapolis, 55405. We often meet our clients virtually but are available to meet in person locally at Millrace Motor Club 2219 Edgewood Ave S Ste 103, Minneapolis, MN 55426. We’re also huge fans of coffee so we’re never opposed to an initial meetup at a local spot.
If any of the above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please click here to schedule a meeting.
Looking forward to meeting you soon!
Gabe
Learn more at CraftedWealth.co
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