Nicholas Tilli (CFP®)

Nicholas Tilli focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Tilli Wealth Management works with Fortune 500 professionals, folks nearing or in retirement, and those with equity compensation in pre- and post-IPO companies. We take a customized approach to planning that helps clients achieve financial independence, lower their taxes, and optimize their investments.

NAPFA Start Date

August 22, 2022


This Office

601 Carlson Pkwy #1050 Minnetonka, MN 55305 Phone: (952) 836-6063