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12800 Whitewater Drive, Suite 100, Minnetonka, MN 55343

952-484-6777
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A 401(k) Specialist in Your Corner Changes the Conversation

A 401(k) Specialist in Your Corner Changes the Conversation

For over two decades, we've worked alongside employers of every size to build benefit programs that deliver for the people depending on them. That experience is what you get when you bring us to the table.

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What We Do          Specialized retirement plan consulting for businesses that want more from their plan.

Most company retirement plans are set up and left alone. Fees go unexamined, investment menus go stale, and employees approach retirement without a real sense of whether they're ready. We work with plan sponsors to change that picture, bringing specialized 401(k) expertise to every aspect of the plan so that it performs the way it was always supposed to.

Who We Serve

The right advisor relationship starts with working with someone who understands your world.

Our clients come from different places, but they share one thing in common. They've outgrown generic financial advice. Our clients and their employees come from different places, but they share one thing in common. They've outgrown generic financial advice. 401(k) is very much a specialty. Just as you would go to a cardiologist for a heart problem instead of a family physician, you need to work with a 401(k) specialist as opposed to a financial advisor with limited or no experience with the intricacies of the 401(k) world.

Business Owners

Business Owners

You've built something worth protecting. We help you plan for what comes next.

Corporate Executives & Professionals

Corporate Executives & Professionals

Your compensation is complex. Your financial strategy should be sophisticated enough to match it.

Employers and Plan Sponsors

Employers and Plan Sponsors

Your employees are counting on their retirement plan. We help make sure it delivers.

Centers of Influence

Centers of Influence

CPAs, attorneys, and other advisors who want a trusted 401(k) specialist to refer their clients to.

How We Help
Specialized expertise across every dimension of the retirement plan.

A well-run retirement plan isn't the result of one good decision. It's the product of ongoing attention across several interconnected areas, each one affecting the others.

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Fiduciary Compliance 

Your legal obligations as a plan sponsor are real and ongoing. We help you meet them with a documented, defensible process.

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Investment Advice

Every investment in your plan should have a clear rationale behind it. We build and maintain menus that hold up to scrutiny.

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Participant Outcomes & Retirement Readiness

A plan that doesn't produce real retirements isn't doing its job. We work to improve engagement and outcomes for your employees.

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Plan Design

The structure of your plan shapes everything it can accomplish. We help you build something that works for your business and your workforce.

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Provider Benchmarking

Your current provider should be earning their position. We evaluate fees, services, and performance against the broader marketplace regularly.

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Who We Are

Shorewood Wealth Advisors was built on a straightforward belief: that business owners and their employees deserve a retirement plan partner who treats this work as a specialty, not an afterthought; that competence comes from long years of study, dedication, and specialization. The principals of Shorewood Wealth Advisors have helped more than 1,500 companies build stronger plans. That experience informs every conversation we have with our clients and prospective clients.

Our Process
A straightforward path from where you are to where you want to be.

STEP

1

We Listen.

 Before we recommend anything, we will sit down with you to learn about and understand your business, goals, and priorities.

STEP

2

We Plan.

 With a clear picture of your situation, we build a strategy tailored to what you actually need.

STEP

3

We Deliver.

Good planning means nothing without follow-through. We stay actively engaged and hold ourselves continuously accountable.

The First Step Is the Easiest One

Conversations bring clarity to all. Help us help you by telling us what you have, what you want, where your challenges lie, and what you’re hoping to build. Armed with this knowledge together we will chart a path into the future that will take you and all your employees where you all want to go – a comfortable, dignified retirement.

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