Paratus Wealth Management, LLC is an independent financial planning and investment management firm based in Long Lake, Minnesota. They offer a range of services including portfolio management, comprehensive financial planning, and investment advisory. With a philosophy centered around long-term capital preservation and appreciation, they develop individually customized investment portfolios using various securities. Paratus Wealth Management aims to align their clients' investments with their financial goals, providing peace of mind and exceptional service.
As a registered investment advisor with the state of Minnesota and South Carolina, Paratus Wealth Management believes in getting to know their clients beyond their portfolios. They review financial goals through thorough discussions and risk questionnaires, ensuring that investments are rightly aligned with objectives. With a focus on capital preservation, they incorporate life and long-term care insurance in the planning process when it aligns with clients' financial goals.
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