Fiat Wealth Management

Fiat Wealth Management Financial Planning for Those Nearing or in Retirement - Helping families take away the fear of spending their money in retirement.

We are independent financial advisors who provide comprehensive financial planning and asset management for our clients. Our independence means we offer objective advice without being tied to any specific product, company or service.

What a night at Wine & Wisdom!We had an incredible turnout at and loved spending the evening with so many familiar face...
08/31/2026

What a night at Wine & Wisdom!

We had an incredible turnout at and loved spending the evening with so many familiar faces, along with plenty of new ones. Between the cars, wine, great conversations and a little financial wisdom mixed in, it was a night we won’t forget.

Thank you to everyone who joined us and made the evening such a success. We’re grateful for this community and always enjoy the chance to bring everyone together outside of the office.

We were honored to be part of such a special day at Golfing for Mia, celebrating alongside our coworker and supporting a...
08/26/2026

We were honored to be part of such a special day at Golfing for Mia, celebrating alongside our coworker and supporting an incredible cause.

A bunch of the Fiat crew hit the course and had an absolute blast doing it. We work hard, but we’re also pretty big believers in showing up for our people, having some fun, and enjoying a little friendly competition along the way.

Grateful for a great day, an even better reason to come together, and only a few questionable golf swings.

08/05/2026

Haven't signed up for Wine & Wisdom yet?

This is one event you won't want to miss.

Join us on Tuesday, August 25, from 4:00 to 6:00 p.m. at Millrace Motor Club in St. Louis Park for an evening of market insight, great conversation, and incredible cars.

Brad Gotto and Tim Holland will take us under the hood of today's economy, breaking down what's happening in the markets and what it could mean for investors.

Then stick around to explore Millrace's collection of more than 200 classic, vintage, and performance vehicles, connect with others, and if you have a special ride of your own, feel free to bring it along.

Reserve your spot today at www.fiatwm.com/events

07/29/2026

A special Retirement: Redefined series is live!

For the next two episodes, Carly and Jenny from Fiat Tax are stepping behind the mic to explore proactive tax planning and why some of the biggest tax-saving opportunities happen long before you file your return.

Whether you're preparing for retirement, navigating a major financial decision, or simply looking to be more intentional with your tax strategy, this two-part series is filled with practical insights you can apply year-round.

Listen to the full episode on your favorite streaming platform or visit our website at www.fiatwm.com/podcast

07/15/2026

An evening of market insights, great conversation, and exceptional wine.

Join us on Tuesday, August 25 from 4:00 - 6:00 p.m. for Wine & Wisdom, featuring a live Market Commentary recording with Brad Gotto and special guest Tim Holland, CIO of Orion. We'll also be joined by sommelier Marcus Hansen, who will guide us through a handcrafted wine tasting curated exclusively for the evening.

Whether you're looking for fresh market perspective or simply a great evening with good company, we'd love to have you there.

📍 West Metro location coming soon.

Bring a friend, and you'll each receive a complimentary bottle of the handcrafted wine featured during the event.

Reserve your spot today!

https://www.fiatwm.com/events

You worked hard to build your retirement.The last thing you want is a tax surprise.That's exactly why we recently talked...
07/08/2026

You worked hard to build your retirement.

The last thing you want is a tax surprise.

That's exactly why we recently talked about Required Minimum Distributions (RMDs) on our weekly radio show.

A little planning today can make a big difference tomorrow.

If you're not sure how RMDs fit into your retirement plan, let's have a conversation.

07/01/2026

New Podcast!

What happens when a financial advisor puts his 16-year-old son in the hot seat? You get a conversation full of real-life money lessons, a few surprising answers... and more than one discussion about Kwik Trip snack runs.

In this special episode of Retirement: Redefined, Brad Gotto asks Liam a mix of serious and not-so-serious questions about money, including credit cards, first paychecks, saving, investing, giving, college, cars, and everything in between.

Whether you have kids, grandkids, or grown children who still occasionally call with a financial question (or two... or ten), this is a fun episode to watch together.

After all, financial education doesn't start with retirement. It starts with conversations like these.

Listen to the full episode: https://www.fiatwm.com/podcast

What's on your bucket list?Recently, Dave and Chris shared photos from their trip through all five of Utah's national pa...
06/26/2026

What's on your bucket list?

Recently, Dave and Chris shared photos from their trip through all five of Utah's national parks, a dream years in the making.

It's a simple reminder that financial planning isn't just about preparing for retirement. It's about preparing for the life you want to live once you get there.

What's one experience you hope to cross off your bucket list?

Read more in our latest blog: https://www.fiatwm.com/blog

What an incredible evening serving together at Feed My Starving Children.Thanks to everyone who showed up, rolled up the...
06/24/2026

What an incredible evening serving together at Feed My Starving Children.

Thanks to everyone who showed up, rolled up their sleeves, and helped make a difference. Together, our team packed 47 boxes, providing more than 27,000 meals for children and families in need around the world.

Opportunities like this remind us that even small actions can have a meaningful impact when people come together with a shared purpose.

Thank you to everyone who volunteered their time and energy. We are grateful to be part of such a generous and service-minded community.



Most people make financial decisions based on what's happening right now.The challenge is that life doesn't stay the sam...
06/18/2026

Most people make financial decisions based on what's happening right now.

The challenge is that life doesn't stay the same.

Retirement, taxes, healthcare costs, family changes, and unexpected life events can all impact your financial plan over time.

In this week's Retirement: Redefined podcast, Brad Gotto discusses the "widow's tax" and why some of the most important financial decisions are the ones made before they're needed.

The goal isn't to predict the future.

It's to be prepared for it.

Listen to the full episode wherever you get your podcasts.

Address

1905 Wayzata Boulevard E Suite 320
Wayzata, MN
55391

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+19524269116

Website

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